Our Services

As a financial services broker dealer we specialize in:

  • Professionally Managed Money Accounts
  • Financial Planning
  • Pension Rollovers
  • Discount Stock and Bond Trading (In person or on the Internet)
  • Mutual Funds
  • Annuities
  • Oil and Gas Investments
  • REIT’s (Real Estate Investment Trusts)
  • Life, Disability, Health and Long Term Care Insurance
  • Group Health, Life, Dental, Vision, LTC, Etc.
  • Pension Services (401k, 403b, Defined Benefit Plans)
  • Employee Benefits
  • College Financial Planning
  • Banking (CDs, Mortgages, Checking, Credit Cards)