Broker Check

Products & Services

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Investments

  • Common and Preferred Stock
  • Mutual Funds
  • Bonds: Municipal, Corporate, Government, Zero Coupon
  • Variable & Fixed Annuities
  • FDIC Insured Certificate of Deposits (in the secondary market)
  • Exchange Traded Funds
  • Unit Investment Trusts 

Personal Accounts

  • Brokerage Accounts
  • Managed Accounts
  • Roth and Traditional IRA's
  • Beneficiary/Decedent IRA's
  • 529 College Savings Plans
  • Coverdel Accounts
  • Trust and Custodial Accounts 

Financial Planning Services

  • Cash Management
  • Retirement Planning
  • 401(k) Rollovers
  • College Savings Planning 
  • Roth IRA Conversions
  • Tax-Free Strategies
  • Estate Planning

Business Retirement Accounts

  • SIMPLE IRA
  • 401(k) and Safe Harbor 401(k) 
  • Profit Sharing
  • SEP IRA  

Non-Profit Accounts

  • 403(b) Accounts
  • 457 Accounts

Insurance

  • Term Life 
  • Whole Life 
  • Disability 
  • Universal Variable Life
  • Long Term Care