There are many financial products on the market today, and choosing the ones that best meet your needs can be complicated – and overwhelming. Informed decisions about the products in any portfolio or specific recommendation are best made after a thorough assessment of individual needs. We believe you are then better informed and better prepared to choose from a comprehensive suite of products and services and select those that address your unique situation.
These products and services may include:
- Rollover IRA’s and Roth IRA’s
- Annuities (Variable, Fixed and Index)
- Mutual funds and 529 College Funds
- Unit Investment Trusts
- Professionally Managed accounts
- Legacy and estate planning
- Individual stocks, bonds and preferred stocks
- U.S. Treasuries Securities
- Municipal Securities
- Simplified Employee Pension Plans
- Traditional Life insurance
- Long-term care, disability and critical illness
- Health Insurance Group health benefits
- Yes – we can help you cash in your stock certificates!