Our Services
We can offer unbiased information on and access to a comprehensive array of choices for investment products. Instead of pushing proprietary products, our advisors offer investment choices that are best suited to your needs.
- Mutual Funds - As an independent broker dealer we have access to an array of mutual fund companies.
- Stock and Options - Listed and NASDAQ stock and option trading as well as margin capabilities.
- Fixed Income Securities - A full-service Bond Department that can competitively buy and sell state and federal tax-free bonds, corporate bonds, U.S. Treasury notes and bonds, as well as zero coupon securities. You also have access to CMOs, mortgage-back securities and brokerage CDs.
- Insurance - A long list of insurance and annuity companies and products, including term life, whole life, universal lfe, variable life, fixed-rate annuities, fixed - indexed annuities, variable annuities and long-term care products.
- Asset Management - Access to third party and institutional money managers utilizing separately managed accounts.
- College Planning – Our team understands saving for college can create a large burden on families, allow our team to help set up 529 and other saving products to help send your loved ones to college.
- 401(k) / 403(b) – Our advisors have extensive experience working with small and medium size companies helping their employees achieve their retirement goals.
- Asset Allocation – Our business model creates a clear driven plan customizing and tailoring an investment strategy that will individually suit needs, goals, and financial objectives.
- Estate Planning – Our advisors work hand in hand with accountants and attorneys to ensure your legacy plans are executed.
- Inheritance – We develop strategies for assets left from previous generations from their loved ones keeping in mind family interests and tax management.