Located at Bank of Putnam County

Cookeville, Baxter, Sparta, & Livingston

BPC Investment Services offers you access to knowledgeable and experienced financial advisors who will listen to your unique financial situation and goals. They then work with you to design a strategy to help you reach your goals.  Our financial advisors go far beyond merely executing trades. They get to know you and your specific needs.

BPC Investment Services makes available a wide variety of products and services through INVEST Financial Corporation.

These include:

  • Mutual Funds
  • Stocks and Bonds
  • Managed Accounts
  • College Funding Plans 
  • Annuities
  • Government Securities
  • Financial Planning
  • Portfolio Evaluations and Reviews
  • Retirement Planning – 403b (TSAs), IRAs,401k
  • Rollover Plans
  • Long Term Care Insurance
  • Life Insurance
  • Tax-Advantaged Investments
  • Estate Planning.

Visit with Kent Bilbrey, Judy Freeman, or Sue Neal at one of our offices in Cookeville, Baxter, Livingston, or Sparta.  Click on the city for phone numbers and directions.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Stocking Up on Cash: Scared or Prepared?

Having enough cash to make it through an illness, injury, job loss, or other financial emergency can help you avoid taking on debt or tapping your retirement assets.

Going Global

International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

Don't Let a Disability Cripple Your Family's Finances

One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

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