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Mission Statement

Creating Value Through Lifelong Relationships

At C&N Investment Services, our mission is to create value through lifelong relationships with our customers, teammates, community and shareholders as their resource for customized financial strategies, experience and partnership.

Customers: We are proactive in providing exceptional service at every opportunity by nurturing and expanding relationships and earning client trust.

Teammates: Success in achieving our mission is directly linked to success of our employees. We foster a culture that supports our team members to be an exceptional resource for our customers.

Community: A rich heritage and deep ties to our area provide us with a strong standing in our community. We take great pride in helping local businesses thrive and giving back to the communities we serve.

Shareholders: We seek to produce consistent, long-term returns on investment by identifying and managing the risks and opportunities inherent in our business. We ensure each venture has projections of sufficient growth potential to yield the desire to invest in capital.

Our mission is to help our clients work toward financial independence by taking time to determine their goals, objectives, time horizon, and risk tolerance so they can make prudent financial decisions for their future. As their trusted and knowledgeable advisor I aim to build long-term relationships that further this aim through education, training, integrity and outstanding client service.