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724-547-2019
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Dollar Investment Services

(724)-547-2019 kristi.grant@ceterais.com

Why choose Dollar Investment Services?

1.  Dollar Investment Services is a partner of Dollar Bank, a 170-year-old independent mutual bank. By partnering with the largest mutual bank in the country, we can focus on meeting the needs of our customers rather than those of shareholders. We have a shared vision of investing in our customers’ well-being by providing comprehensive financial solutions and delivering exceptional customer service. We share the same values:

  • Independence.
  • Trust.
  • Commitment to supporting our customers in prosperity and adversity.
  • Independence.

2.  Dollar Investment Services is your quarterback. We work in tandem with other professionals, such as estate planning attorneys and tax accountants, in guiding you to make fully educated and vetted decisions to help you achieve your financial goals.

3.  Dollar Investment Services is a full-service wealth management team and a true partner in your financial planning process. What that means to you as a customer is that our Financial Professionals are not locked into a sole way of managing your relationship because we serve individuals with all levels of investable assets and income. We have an open platform designed to present a wide variety of product choices within our Advisory, Brokerage and Insurance services. We sell no proprietary products, and our fees are clearly disclosed. Our approach is unique and sets us apart from our competition. The focus is on you, the customer, and finding the best fit to guide you in your financial journey.

4.  Dollar Investment Services understands that you are unique. Every customer is treated as an individual and your particular needs are a prime driver as we craft your financial plan. From your first dollar saved until your final days, we will be by your side helping you make good financial decisions. Communication is a key element to our service approach. Our customers will always understand their financial picture and the next steps of the journey to meeting their financial goals.