Products & Services

Your needs and individual goals are unique and so are your investment choices. As an independent broker/dealer, we give you and your financial advisor the freedom to decide what investments are appropriate for you.  We also have a wide range of brokerage products and services to choose from. 

See our comprehensive planning and services list below.

 

  • Over 10,000 Mutual Funds
  • Hundreds of  Variable & Fixed Annuities
  • More than 200 Life, Disability and Long-term Care Insurance Products
  • Dozens of Retirement Plans
  • Common and Preferred Stocks, Stock Options
  • Corporate, Municipal and Government  Bonds, Certificates of Deposit
  • Limited Partnerships
  • REITs and Non-correlated Investments
     
Financial Planning Services
  • Retirement Planning
  • Estate Preservation
  • College Funding
  • Survivor Needs
  • Tax Planning
  • Accumulation Planning
  • Portfolio Analysis 
  

Wide Range of Brokerage Products and Services 

  • Asset management accounts with unlimited checkwriting and debit card/ATM access
  • Traditional brokerage accounts
  • A variety of professionally managed accounts
  • Strategic asset allocation services
  • Special services for retired investors
  • Margin accounts
  • Online account access
  • Money management
  • Individual Retirement Accounts
  • 529 Education Plans