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:
- U.S. Government
- Mutual Funds
- Money Market
- Stock (Domestic & International)
- Tax-Free Investments
- Unit Trusts
- Mutual Funds
- Retirement Plans
- IRA (Traditional & Roth)
- For Children
- Custodian Accounts
- Educational IRA
- 529 Plans
- Long-Term Care
- Portfolio Analysis
- Investment Classes