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INVESTMENTS and SERVICES
We understand why you’re investing. You have
specific financial goals and the desire to provide for yourself and
your loved ones.
Because we serve individual investors and
business owners, all of our energy and resources are dedicated to
helping you reach your long-term financial goals.
Rather than chasing the latest fad, we
recommend a diversified mix of investments that we believe will
perform well over the long-term while managing risk. By meeting in
person and on a regular basis, we can offer investment strategies that
are specifically designed for you.
Annuities: Fixed, Intermediate, Variable
Banking Services:
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Check Writing & Debit Cards
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Complete Financial Organization Account
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Credit Cards & Rewards
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Direct Deposit
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Money Market Funds
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Mortgages & Home Equity Financing
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Online Bill Payment
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Personal Lines of Credit
Business Retirement Plans:
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401-Ks
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403 (b)s
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457 (b)s
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Defined Benefit
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Profit Sharing
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SEP IRAs
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SIMPLE IRAs
Education Savings & Planning:
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529 Plans
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Coverdell Education Savings Accounts
Equity Investments & Research:
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Common Stocks
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Stock Unit Investment Trusts
Financial Calculators:
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Cost Basis
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Education Savings
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Estate Considerations
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Insurance Needs
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Retirement
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Tax Estimators
Fixed-Income Investments:
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Bond Unit Investment Trust
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Bonds: Corporate, Government, Municipal, Zero Coupon,
GSE
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Certificates of Deposit (CDs)
Individual Retirement Accounts:
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Roth IRAs
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Traditional IRAs
Insurance:
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Health Insurance
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Health Savings Accounts
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Long-Term Care
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Long-Term Disability
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Medicare Supplement
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Permanent Life
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Term Life
Investment Banking
Investor Education Programs
Managed Account Programs
Mutual Funds
Online Account Access
Personal Financial Organizer
Portfolio & Retirement Plan Reviews
Retirement Plan Rollovers & Consolidation
Systematic Investing
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Dividend & Income Reinvestment
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Monthly Reinvesting Programs
Trust Services
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