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.