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Products & Services

We have everything you need in one place!

Mutual Funds

Over the past two decades, mutual funds have emerged as one of today's most popular investments. We offer a broad array of families of funds designed to meet a variety of investment needs, including growth, capital appreciation, and income.

Brokerage

We partner with Pershing as our clearinghouse.  Pershing has been a leading global provider of financial business solutions for 75 years, and serves many of the world's most respected financial organizations. In addition to SIPC protection, accounts held at Pershing have coverage in excess of SIPC limits through Lloyd’s of London.

Some of the products we offer through Pershing :

  • Stocks
  • Bonds
  • Fixed Income
  • Specialized Investments (UITS, etc)

Wealth Management

We provide a unique blend of professional Advisory Wealth Management programs and solutions. These include many of America’s top named money managers who utilize various strategies and asset allocations to navigate the evolving investment landscape.

Annuities

*We offer both Variable and Fixed Annuities

* Because we are not tied to any one company, you can feel confident that a product will be selected solely based on your individual needs.

Insurance

  • Long Term Care Solutions
  • Life
  • Disability

Retirement Plans

We have a range of solutions tailored to you, whether you are looking as an individual, self employed or a small business!

Services

  • Banking
  • Retirement Planning
  • Estate Planning
  • College Savings Planning