Welcome and thank you for visiting the website Heimdal Tax and Financial Services. In addition to providing you with a profile of our firm and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.
As you browse through our website, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletters section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external websites that we think would be of interest to our clients and visitors (in our Links section).
Please feel free to contact us with any questions or comments you may have - we would love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.
For clients that chose to have their tax return copies stored electronically using Secure File Pro, here is the link to access your previously stored tax returns. You must know the log-in information you used to establish the account from the email you received the first time.
There is a link to retrieve your password, if you have forgotten it. If you didn't have your tax return uploaded at the time, but would like it uploaded now, please send an email to firstname.lastname@example.org and we'll upload it for you.
BrokerCheck is a free tool to help investors research the professional backgrounds of brokerage firms and brokers currently or formerly registered with FINRA or a national securities exchange, as well as current or former investment adviser firms and representatives
About INVEST Financial Corporation
INVEST Financial Corporation, member FINRA, SIPC, is one of the nation's leading providers of insurance and securities products and services through financial institutions. Since 1982, INVEST has been providing clients with convenient access to a full array of investment products and services through independent advisers and financial institutions across the country.
INVEST Financial Corporation, member FINRA/SIPC and its affiliated insurance agencies offer securities, advisory services and certain insurance products. INVEST does not provide tax or legal advice and is not affiliated with Heimdal Tax and Financial Services or other entities named.
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.
INVEST Financial Corporation's Policy
Important Consumer Information:
This site is for Informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or Investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.