Broker Check

Investments & Insurance

There are many financial products in the market, and so choosing the ones that best meet your needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • Investment and Individual Retirement Accounts
  • Stocks, Bonds and Mutual funds
  • Certificates of Deposit
  • Alternative Investments
  • 529 qualified tuition plans
  • Annuities
  • Group retirement and savings plans
  • Qualified Retirement Plans
  • Life insurance
  • Long-term care, disability and critical illness