Invest

As a business owner or executive, you have a lot on your mind. What kinds of business insurance do you need? What would happen to your company if something happened to you? What kinds of retirement plans can you afford to provide your employees, or yourself?

Kitsap Investment Services offers comprehensive insurance, retirement, and tax-advantaged investment services designed to make sure you’re investing in your, and your business’ future.

Accounts 

  • Traditional IRA
  • Roth IRA
  • SEP
  • Simple IRA
  • Profit Sharing/Money Purchase Plans
  • 403(b)
  • 401(k)
  • Safe Harbor 401(k)
  • Single(k)

Services

  • Retirement plan transfers and rollovers
  • Key Man Insurance
  • Buy/Sell Agreements                                     
  • Group Insurance Plans
  • Disability Income Insurance 

Contact Kitsap Investment Services

Kitsap Investment Services is located in the  offices of Kitsap Bank.

Learn More About Kitsap Investment Services 

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

   
The Financial advisors of Kitsap Investment Services offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Kitsap Bank is not a registered broker-dealer or Registered Investment Adviser. Kitsap Bank and Commonwealth are separate and unaffiliated entities. This communication is strictly intended for individuals residing in the states of WA, CA, CO, AZ, HI, VA, TX. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.