Broker Check

What We Offer

Offering a wide-range of investment opportunities.

Retirement Accounts

  • IRAs
  • SEP/IRAs
  • Roth IRAs
  • Education IRAs
  • Simple IRAs
  • Defined contribution
  • Money-purchase pension plan
  • Profit-sharing plan
  • 403(b)
  • 401(k)

Mutual Funds

  • Open-end funds
  • Closed-end funds
  • Dividend reinvestment

Insurance

  • Fixed annuities
  • Variable annuities
  • Term life
  • Variable life
  • Universal life
  • Whole life
  • Disability
  • Long-term care

Stocks

  • NYSE-listed stocks
  • NASDAQ over-the counter
  • All other major exchanges
  • Employee stock-option plans

Bonds

  • CMOs
  • Convertible
  • Corporate
  • Municipal
  • Zero coupon

Options

  • All major exchanges

Alternative Investments

  • REITs
  • Equipment leasing
  • Managed futures
  • Oil & Gas Programs
  • Real Estate LLC’s

Asset Management

  • Independent manager search
  • Performance monitoring and reporting
  • Wrap-fee accounts
  • Asset allocation
  • Fee-in-lieu accounts
  • Outside managed accounts

Education and 529 plans

For more information on any of the above investment products and services, please contact your representative.