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