Your Wealth Well Managed

Customer Profile

Our customer base consists of:
  • Individuals seeking investment and insurance advice and products.
  • Companies looking for both retirement and benefits services and products.
  • Professionals seeking support services.

We pride ourselves on serving the needs of all clients no matter what the size of their assets. There is no prospect too small and all clients are serviced equally whether they have $100 or $1,000,000 to invest or review.

Booth Financial Associates directly services an individual customer base of over 5000 with combined assets of $100,000,000. Booth Financial services the financial needs of accountants and attorneys for the processing of their estate clients stock transition from the deceased names to that of the heirs.

Booth Financial Associates serves the pension and employee benefits needs of more than 50 companies ranging in size from 1 employees to over 1000 in 21 states


INVEST Financial Corporation (INVEST), member FINRA, SIPC, a registered broker dealer and federally registered investment advisor, is not affiliated with BFA (Booth Financial Associates). INVEST does not provide tax or legal advice. Please consult your tax or legal adviser for guidance on your particular situation. Securities, advisory services and certain insurance products are offered through INVEST and affiliated insurance agencies.
INVEST Financial Corporation’s Privacy Policy
Internet Disclosure - 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)effecting, or attempting to effect, transactions in securities; or (b)rendering personalized investment advice for compensation.