Investment Services

• Industry Leading Expertise...
• No Two Investors are Alike
• Focus on Personal Financial Goals
  • Understand Special Considerations
  • We’ll Chart the Best Investment Route
  • Explain Options Suited to the Individual
    
• Increased Knowledge and Confidence
• “A Modest Investment Today Helps Ensure a More Secure Tomorrow.”
• Diversify Your Portfolio
• Access to Any Investment Product
• Competitive Pricing
• Comprehensive Menu of Services
• Complement Any Investment Strategy
• IRA
• Custodial
• Other Accounts
• Wide Variety of Investment Products
  • Annuities
  • Federal Agency Securities
  • Financial Planning Software Capabilities
  • Municipal Bonds
  • Public Finance
  • Stocks
  • Unit Investment Trusts (UIT)
  • Simple IRA’s
  • Corporate Obligations
  • Money Market Instruments
  • Portfolio Accounting
  • Safekeeping
  • Strategic Portfolio Planning
  • U.S. Government Securities
• Custodial Services
  • Keeping Up With the Paperwork Associated With the Securities You Purchase
  • Takes Up Valuable Time-Time Which Could Be Spent On Revenue Producing Activity
  • Safekeeping Department That Has Years of Experience
  • Can Assist You With All Your Custodial Needs
• Portfolio Accounting
  • We Monitor Your Portfolio
  • Traditionally Labor-Intensive
  • Requires the Full-Time Attention of One or More Employees
  • Our Portfolio Accounting System Can Relieve You of This Time-Consuming Work
• Simple Plans
  • Savings Incentive Match Plan for Employees
  • Inexpensive Retirement Plan
  • Small Business Owner May Set Up
  • Simple Plan Contributions Are Made to Special Ira’s
• Simple IRA’s Could be your Institution’s Retirement Plan
• A Simple Plan May Be Maintained By
  • Corporation
  • Partnership
  • Self-Employed
  • Must Have 100 or Less Employees
    
    

    Interested?

    Contact Us...