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Investment Products & Services

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
* If there is something you do not see listed here, please contact us and ask.
This is just a brief list of what we offer.

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