Broker Check

Broad Choice of Investment Products

With access to a wide range of investment solutions, we can help you create a strategy suited to your needs.

Stocks

Mutual Funds

Investing in mutual funds involves risk, including the potential loss of principal invested.  Risks vary depending upon the strategy used by the fund as well as the sectors in which the fund invests.  When redeemed, shares may be worth more or less than the original amount invested.  

Options

Bonds

In general, the bond market is volatile as prices rise when interest rates fall and vice versa. This effect is usually pronounced for longer-term securities. Any fixed income security sold or redeemed prior to maturity may be subject to a substantial gain or loss. Bonds are also subject to other types of risks such as call, credit, liquidity, interest rate, and general market risks.

CDs

Sales of CD's prior to maturity may result in loss of principal invested. Federal deposit insurance generally covers deposits of up to $250,000 in the aggregate for each depositor in each bank, thrift, or credit union. A customer should ensure that purchasing any insured CD will not bring his or her aggregate deposit over $250,000 FDIC insurance limit. Investors should be aware that there is no FDIC insurance coverage for any principal losses that may be incurred

ETFs

ETF products, like all investments, are subject to market risk, which may result in the loss of principal. Risks vary depending upon the strategy used by the fund as well as the sectors in which the fund invests.

Investment Account Types

Choosing the right investment strategy begins with you. Whatever your goals may be, we can help you choose and open the account that's right for you.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary.  Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.

Estate planning

Trust

Generating income

Fixed Annuity

Variable Annuity

Annuities are long-term investments suitable for retirement funding and are subject to market fluctuations and investment risk, including the possibility of loss of principal. Annuities generally contain fees and charges which include, but are not limited to, mortality and expense risk charges, sales and surrender charges, administrative fees, charges for optional benefits and riders, and annual contract fees. Annuity guarantees, including guarantees associated with benefit riders are subject to the claims-paying ability of the insurance company. Surrender charges may apply if money is withdrawn before the end of the contract. All withdrawals of tax-deferred earnings are subject to current income tax, and, if made prior to age 59½, may also be subject to a 10% federal income tax penalty. Additionally, if purchased within a qualified plan, an annuity will provide no further tax deferral features. The contract, when redeemed, may be worth more or less than the total amount invested. All other benefits are available for an additional cost. It is important to weigh the costs against the benefits when adding such options to an annuity contract.

Protecting you and your family

Universal Life Insurance

Term Life Insurance

Long Term Care Insurance

Saving for retirement

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Inherited IRA

401(k) Plan for Small Businesses

Managed accounts

Investment Advisory Solutions

Saving for education

529 Account

Custodial Account

Investing and trading

Individual Brokerage Account

Joint Brokerage Account

Corporate Brokerage Account

Non-Profit Brokerage Account