About Us

Helping You Plan With Confidence And Pursue Financial Contentment

We believe your financial plan should be as adaptable as your life. As a full-service financial services firm offering fiduciary advisory services, we bring an open platform and a quarterback approach to provide objective solutions tailored to your needs. Most importantly, we build long-term relationships rooted in trust, clarity and local experience.

Relationships Built On Reliability

Dollar Investment Services was founded to empower local individuals, families and businesses to pursue their financial goals. As a partner of Dollar Bank, a community bank with more than 170 years of banking history - we strive to bring reliability to every client we serve. Dollar Investment Services is a distinct and separate investment program through Cetera Investment Services located at Dollar Bank. Dollar Investment Services is located at multiple Dollar Bank branches making it easy to meet with a financial professional in your community. Advisors may also be available to meet with you at locations convenient to you or virtually by appointment.

Our Approach

We Call The Plays So You Can Focus On Living Life

Managing wealth often requires more than investment advice. That’s why we serve as your financial quarterback, coordinating with estate attorneys, tax accountants, and other professionals to help support alignment of your entire financial picture across business and personal needs.

Financial Contentment Starts With A Proactive Plan

When you choose Dollar Investment Services, you can gain a lifelong partner. Whether you’re starting with small steps or need a robust financial plan, we’ll help you establish goals and pursue them with confidence – today and through every season of your life.

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What Guides Us

Our work is grounded in values that have guided us since our founding, and we continue to embody them every day.

Adaptable, Open Platform

We offer objective solutions through an independent, open platform—giving us flexibility to tailor strategies that meet you where you are.

Comprehensive Planning

No matter your background or stage of life, we provide tailored, comprehensive planning, collaborating with your professionals to support informed decisions.

Reliability

Partnered with Dollar Bank- a community bank with more than 170 years of banking history - at Dollar Investment Services we aim to bring stability and reliability to every client relationship. Dollar Investment Services is a distinct and separate investment program through Cetera Investment Services located at Dollar Bank.

Community Commitment

Building stronger communities is at the heart of who we are, supporting local growth, and making a difference where we live and work.

Working Together With Dollar Investment Services

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Meeting You Where You Are

From individuals and families to business owners, we tailor strategies to meet you where you are in life.

Who We Serve

How We Guide Your Plan

We start with your goals, build a tailored plan, and serve as your financial quarterback so every piece fits together.

Discover Our Approach

Full-Service Professionals

Get to know our seasoned advisors who bring years of experience, independence, and a commitment to you.

Meet The Team