Our Services

 

Investments:

                        Stocks

                        Bonds

                        Mutual Funds

                        Annuities

                        Retirement Rollovers from 401(k) or 403(b)

                        Real Estate Investment Trusts

                        529 College Savings Plans

                        CD’s, Unit Investment Trusts

                        401(k), 403(b), SIMPLE and SEP IRA Retirement Plans

                        Business investment accounts

                        Non-Profit Organization Investment Accounts

                        Key Employee Insurance

 

Insurance:

                        Life Insurance

                        Long Term Care

                        Health Savings Accounts

 

                        We review any investments that you currently have.