Q Investment Services
We can help you make more informed decisions for your future and give you independent advice and options.
By knowing more, you will be in a better position to make the right decisions concerning 401K rollovers, pension distribution, social security, insurance and retirement income solutions.
INVEST Financial Corporation, member FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with Queensborough Investments or Queensborough National Bank & Trust. Products offered are: Not insured by the FDIC; Not a deposit or other obligation of or guaranteed by any bank; Subject to risks including the possible loss of principal amount invested.
Shannon Neal, CERTIFIED FINANCIAL PLANNER
Committed to meeting the needs of her clients, Shannon puts more than 17 years of industry experience to work for you. Her personalized, one-on-one approach and attention to detail can help you build the portfolio that's right for your financial needs and goals.
As a University of Georgia graduate, Shannon offers knowledge and expertise to help you map out a successful financial future.
Shannon is a registered representative of INVEST Financial Corporation and can provide Long-Term Care and Life Insurance, Fixed and Variable Annuities as well as retirement plans for businesses including Simple, SEP and 401K Plans. She holds series 6, 7, 63, and 66 securities registrations, an insurance license, and is now officially a CERTIFIED FINANCIAL PLANNER. Shannon is also an active member of the Waynesboro Rotary Club.
Shannon's territory includes Washington, Jefferson, Burke, Jenkins, Emanuel, Screven, Candler, Bulloch, Effingham, Bryan and Chatham counties.
PO Box 1028
721 Liberty Street
Waynesboro, GA 30830
Office: (706) 554-0464
Fax: (706) 554-0463
Cell: (706) 551-0665
Jason Neal, CERTIFIED FINANCIAL PLANNER™
More than just an adviser, Jason is a partner his clients can trust to be there every step of the way. Combining 15 years of industry experience with a client-centered approach to financial planning, Jason offers specialized advice and customized guidance.
As an Augusta State University graduate, Jason looks forward to helping his clients develop the financial plan that is appropriate to their unique needs.
Jason is a registered representative of INVEST Financial Corporation and holds series 7 and 66 securities registrations, as well as Life and Variable Annuities licenses and is now officially a CERTIFIED FINANCIAL PLANNER™. He also provides Long-Term Care Insurance and business retirement plans, including SIMPLE, SEP, and 401(K) plans.
Jason's territory includes Richmond, Columbia and McDuffie counties.
4226 Columbia Road
Augusta, GA 30907
Office: (706) 869-6980
Fax; (706) 869-0452
Leslie D. Berry, AAMS
Financial consultant Leslie Berry is an accredited asset management specialist whose education and experience enables her to guide her clients throughout various life stages of wealth. By competently providing sound, objective investment strategies, Leslie is committed to putting your interest first.
Leslie is an Austin Peay State University graduate with an emphasis in Accounting, Finance, and Economics. She is a registered representative of INVEST Financial Corporation and holds series 7, 66 & 26 securities as well as Life and Variable Annuities licenses. Leslie is also an active member of the Augusta Woman's Club and currently serves on the Board of Trustees and co-chairs the Education Department.
Past experience includes managing high net worth clients, business retirement plans and simultaneously managing more than 10 licensed representatives.
Leslie's territory includes Queensborough Enterprise Mill Private Banking and Columbia County.
Enterprise Mill, Private Banking
1450 Greene Street
Augusta, GA 30901
Office: (706) 396-1815
Fax: (706) 724-0124
Cell: (706) 414-3568
Registered representatives of INVEST Financial Corporation (INVEST), member FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services and insurance products and are not affiliated with Queensborough Investments, Queensborough National Bank & Trust, or other entities named. INVEST does not offer tax advice. Products and services offered through INVEST *Are not FDIC insured *Are not Bank Guaranteed* May Lose Value.
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.
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 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 inquires that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.