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