Realizing each individual has their own idea of what type of investments they are looking for, we offer a variety of traditional and non-traditional investment products to our clients. Base upon your needs, goals and objectives, we can recommend a portfolio that is right for you.
Among the various products that we offer, you need to keep in mind that not all types of investments are right for everyone. We carefully evaluate your financial picture and can then work with you to keep your objectives in line.
Listed below are some of the products we have to offer:
- Equity Stocks
- Bonds
- Fixed Income
- Mutual Funds
- Certificates of Deposit (FDIC insured)
- Retirement Accounts
- College Planning
- Managed Futures
- Rare Coins – Numismatic
Please keep in mind the following regarding investments
Most investments are not FDIC insured
Investments may lose value
Investments have no bank guarantee