Broker Check

Investment & Annuities

We are able to offer a full range of brokerage products and services to both retail and corporate clients. Some of these products include:

Full Service Brokerage

  • Stock selection
  • Advising
  • Trade Execution



  • 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

Tax Deferred Annuities

  • Fixed Annuities
  • Variable Annuities

Other Products

  • Managed Money
  • 529 College Plans
  • Retirement Plans. Prototype plans available for:
  • IRAs
  • SEP-IRAs
  • 401(k)s
  • Simple 401(k)s
  • Simple IRAs
  • Estate planning, Asset and Income Protection through insurance, Assisting
  • Parents and Children

Assisting Parents and Children

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