Time translates into personal attention. Your local Investment Counselor will guide you through a comprehensive fact-finding process designed to gauge:

Then, drawing on this in-depth analysis, your Investment Counselor will create your personal investment program. Specifically, he or she will recommend certain investment products and strategies for pursuing your stated goals.

We want to make sure you are comfortable with your choices.
As part of the process, your Investment Counselor will ask you to complete a risk-tolerance test. Your answers will show us what kind of investor you are: conservative, aggressive, or somewhere in between. Then we can make our recommendations accordingly.

Our first priority is your financial well-being. We do a thorough job — no shortcuts — precisely so we can understand just who you are and where you want to go. For instance, if we find your previous investments do not match your current needs and goals, we can help you adjust your portfolio.

Our mission? Your success.
Helping our clients achieve economic success and financial security - this is our main mission here at BB&T Investment Services, Inc.

At BB&T Investment Services, Inc. you can tell we want your business — today, tomorrow, and throughout the years to come.