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How We Work

We offer a wide array of investment products and services. Because we are an Independent Financial Firm, we are able to provide products and services that are most appropriate for each individual client rather than a specific product that might be favored by other financial institutions.

We like to begin each client relationship with a personal plan designed to identify long-term goals, as well as a strategy for implementing their plan.

Investment Products

  • Mutual Funds
  • Fixed and Variable Annuities
  • Stocks
  • Bonds
  • Life Insurance
  • Long-Term Care Insurance
  • Individual Retirement Accounts
  • Profit Sharing Plans
  • ETFs (Exchange Traded Funds)
  • Education Accounts

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (585) 232-7075