Investments

About Us

Our professionals have access to an entire range of stocks, bonds, mutual funds, annuities, and many other financial products and services -- not just those from one particular company.

Through our alliance with UVEST Financial Services, we work with you to analyze your needs and recommend prudent investments that are consistent with those needs. We are committed to providing you with the tools to help you achieve your financial goals and the opportunities you face.

  • Do you dream about a second home in the mountains or at the beach?
  • Do you dream of retirement, traveling around the United States?
  • Have you been contemplating going back to school?
  • Are you in touch with your investments?

Traditional banking services for the average household or business take care of approximately one-third of one's financial needs, leaving the larger financial needs centered around retirement dollars and long term financial needs. As your financial needs expand beyond those of traditional bank deposit and credit services, Bank of Stanly has partnered with Strategic Investment Group to be your resource for a full range of investment services.

Securities and Insurance Products are offered by, and Consultants are registered with, UVEST Financial Services and its affiliates, Member: FINRA / SIPC . UVEST and Bank of Stanly are independent entities.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.