Products & Services

Dedicated to helping our clients achieve their financial goals.

Products and Services

The firm offers our clients a choice between a standard brokerage account and an investment advisory account.

In a brokerage account, commissions are charged on a transaction by transaction basis.

In an advisory account, the client pays a level fee based on the value of the account.

Both commission rates and level fees are negotiable.

Products

  • Stocks
  • Corporate and Municipal Bonds
  • Mutual Funds
  • Government Securities
  • CD’s
  • ETF’s
  • Unit Investment Trusts
  • FDIC Sweep Accounts
  • Money Market Accounts
  • Options

Services

  • Envision Planning — Blending personal goal settings with innovative technology. Mapping Realistic financial course.
  • Retirement Plans
  • Money Market Funds
  • Check Writing & Debit Cards offered through Wells Fargo Clearing Services LLC.
  • Online Account Access

HOW CAN WE HELP YOU WITH YOUR FINANCIAL GOALS?