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
Stocks
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
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