Our Services


 

Investments:

  • Stocks & Bonds
  • Mutual Funds
  • Variable Annuities
  • Variable Life Insurance
  • IRA's (Traditional, ROTH, Simple, SEP)
  • Coverdell ESA's (Education IRA)
  • 529 College Savings Plans
  • Government Securities
  • Unit Investment Trust
  • 401(k) & Pension Plans
  • Real Estate Investment Trusts (REIT)
  • Fixed Income Securities
  • Limited Partnerships

Insurance:

  • Fixed Deferred Annuities
  • Immediate Annuities (Income)
  • Life Insurance (Whole Life, Universal & Term)
  • Long Term Care Planning
  • Medicare Supplements & Medigap Coverage
  • Medicare Advantage Plans (PPO, HMO & FFS)
  • Major Medical (PPO, HMO & FFS)
  • Dental

Other Services:

  • Financial Services & Consulting
  • Estate & Inheritance Planning
  • Full Services Brokerage Accounts
  • Brokerage Debit Card & Check Writing Accounts
  • College Planning (529 Plans)
  • Tax Reduction Strategies

   

 If you have any questions please e-mail or call us.