Our Services
* Stocks
- Listed exchange equities
- OTC equities
- Options
* Bonds
-Municipal Bonds
- Corporate Bonds
- Mortgage Backed Securities (GNMA, FHLMC and CMOs)
- U.S. Government Agency Securities (FNMA, FHLB, FFCB and SLMA)
- U.S. Treasury Securities (Treasury Bills, Notes and Bonds)
- Zero Coupon Bonds
* Mutual Funds
- Growth Funds
- Growth and Income Funds
- Taxable Bond Funds
- Municipal Bond Funds
- International Funds
* Tax Deferred Annuities
- Fixed Annuities
- Variable Annuities
* Other Products
- Managed Money
- 529 College Plans
- Insurance (long term care, term, whole life, variable, and universal)
- Retirement Plans. Prototype plans available for:
IRAs, SEP-IRAs, Keoghs, 401(k)s, 403(b)s, Money Purchase/Profit Sharing, Simple 401Ks, Simple IRAs
- Estate planning, Asset and Income preservation, Assisting Parents and Children