Products and Services

Investment management is a complex chore for the average individual. That's understandable, because intelligent investing requires time, talent and training. The prudent investor seeks a firm that can offer help in selecting and acquiring a suitable portfolio of investments.

 

We provide a full range of services in the areas of investments and financial counseling.

 

* Our professional representatives are available to answer questions and offer advice on investments and your financial future. There is no obligation for this service.

 

* As an independent broker/dealer, we can recommend the purchase of products or programs with impartiality.

 

* On behalf of our clients, we purchase and sell stocks and bonds. All transactions are completed through a New York Stock Exchange member firm.

 

* Upon request, we can recommend outside consultants such as a CPA. This can often result in significant tax savings.

 

* We recognize that there may be circumstances where a complex financial situation exists. In these circumstances, an in-depth study may be necessary to help the investor come to an appropriate decision. An applicable service fee may be charged upon mutual agreement.

 

Our array of investment products & services include:

  • Stocks
  • Bonds
    • Corporate
    • Municipal
    • U.S. Government
  • Mutual Funds
    • Money Market
    • Stock (Domestic & International)
    • Bond 
  • Tax-Free Investments
    • Unit Trusts
    • Mutual Funds 
  • Retirement Plans
    • IRA (Traditional & Roth)
    • SEP
    • SIMPLE
    • 401(k)
    • 403(b)
  • For Children
    • Custodian Accounts
    • Educational IRA
    • 529 Plans 
  • Annuities
    • Variable
    • Fixed
  • Insurance
    • Life
    • Disability
    • Long-Term Care
    • Health 
  • Portfolio Analysis
  • Investment Classes