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.