Whether your desire is to invest for the long-term or short-term, the securities you seek are available through our broker dealer to include:
- Stocks (Common and Preferred)
-ETFs and Closed-End Funds
- Mutual Funds (All major funds)
- Annuities (Fixed and Variable)
- Options (All strategies)
- Bonds (Corporate, Government, Convertibles, and Municipal)
- Unit Investment Trusts and Mortgage-Backed Securities
- Certificates of Deposit and Money Market Accounts
Managed Accounts/Fee Based Planning
As a registered investment advisor, investors who prefer to have an expert personally manage their portfolio can do so in a commission-free account. Through partnerships with nationally recognized money managers (Blackrock and Morningstar) we can assist you in developing a portfolio of to meet your specific needs.
