Our Products

Product Offerings: Securities

  • Full Service Stock & Bond Brokerage
  • Money Market Funds
  • 529 College Plans
  • Variable Annuities
  • IRA’s, Roth IRA’s & SEP IRA’s
  • Individual & Small Business 401(k) Plans
  • Private Placements
  • Real Estate Investment Trusts (REITs)
  • Qualified Retirement Plans
  • Mutual Funds
  • Managed Money Portfolios
  • Certificates of Deposit (CD’s)

Product Offerings: Insurance

  • Life Insurance
  • Disability & Long Term Care Insurance
  • Individual Health Insurance
  • Group Health, Life & Disability Insurance
  • Fixed Annuities
  • Fixed Indexed Annuities
  • Multi Year Guaranteed Annuities

There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision.