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!