You have important investment goals to reach both now and in the future. We offer an array of investment products to create the best solution in meeting the needs of our clients. We combine extensive experience, personal service and investment performance to create the right mix of products for every customer relationship.

Our products include:

Mutual Funds

A broad range of mutual fund families to choose from.

• Stock funds
• Bond and income funds
• Tax advantaged funds

Investment Management

Professional management services tailored to meet your specific investment goals.

Retirement Plans
Plans are available for both individuals and businesses. For individuals, self-directed IRAs, both traditional and Roth, afford investors the flexibility of including securities in a single account. For businesses, customers can choose from a variety of plans such as SEPs and Simple IRAs, and 401(k) plans.

Educational Savings Plans

A variety of tax advantaged educational savings plans are available, including 529 plans, education savings accounts and custodial accounts.

Stocks

Access to the NYSE, AMEX, Nasdaq, and Over the Counter exchanges, including international stock through American Depository Receipts (ADRs). We support our stock trading with accurate, real-time market information research.

Annuities

Various types of annuity products are available to meet your financial planning needs.

Long-term Care Insurance

Provides protection in funding for a client's care in a nursing home, assisted living facility, adult day care center, hospice facility or at home.

Life Insurance
Provides protection for clients with a variety of insurance policies to meet your financial goals.

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