JVB Investment Services

JVB Investment Services Our firm specializes in helping individuals develop sound retirement strategies. We offer personalized, hands-on service.

We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, and preserving wealth Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor. Member FINRA & SIPC (www.finra.org, www.sipc.org). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by

LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Do global and international mutual funds complement or conflict with each other?
04/03/2026

Do global and international mutual funds complement or conflict with each other?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

04/02/2026

Could your portfolio benefit from a zero-coupon bond?

Even low inflation rates can pose a threat to investmentreturns.
04/01/2026

Even low inflation rates can pose a threat to investment
returns.

Even low inflation rates can pose a threat to investment returns.

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.
03/31/2026

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.

This calculator can help you estimate how much you should be saving for college.

Are you planning to work after taking Social Security benefits? Know the rules.
03/30/2026

Are you planning to work after taking Social Security benefits? Know the rules.

Knowing the rules may help you decide when to start benefits.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
03/27/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

Learn more about whether you need to pay estimated taxes.
03/26/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

These 6 things might make your next return a prime target for an IRS audit.
03/25/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the vide...
03/24/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.
03/23/2026

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need...
03/20/2026

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need for proactive measures to protect against this pervasive threat.

An article informing readers about the threats of Identity Theft.

Are you worried about outliving your retirement savings? You are not alone.
03/19/2026

Are you worried about outliving your retirement savings? You are not alone.

Estimate how long your retirement savings may last using various monthly cash flow rates.

Address

1762 Butcher Shop Road
Mifflintown, PA
17059

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+17174470032

Website

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