
SERVICES
We Provide Expert Assistance in the Following Areas:
INVESTMENTS:
We offer the following investment services and options:
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Investment Advisory Services
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Corporate Retirement Plans
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Annuities (Fixed, Variable)
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SEPs - Self-Employed Pension Plans
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IRAs (Simple, Education, Roth, Traditional)
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Common Stock
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Full Services Brokerage Accounts
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Government Securities
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Debit Card Transactions
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T-Bills
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T-Notes
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Bonds - Government & Corporate
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Insurance Products
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Alternative Investments
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Options Trading
We offer the following services to help you manage your finances:
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Money Management
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Retirement Planning
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401 (k) Planning
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Estate Planning
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College Planning
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Money Purchasing Plans
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Profit Sharing Plans
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454 Planning
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403 (k) Planning
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Financial Seminars
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Check Writing
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Bookkeeping
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Debit Card Transactions
INSURANCE:
We offer a variety of options to suit your many needs, including:
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Individual
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Group
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Health
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Life
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Disability
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Long-Term Care
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International Health