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Our Services

 

 

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them.

 

 

Product List

As a financial services broker dealer we specialize in a number of services.

 

 

Investments

Investments can play a key role in your financial security plan.

 

 

Insurance

Insurance is essential to any comprehensive financial security plan.

 

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations.

 

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

 

Your Finances

Managing your finances is an important component to any financial security plan.

 

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile.

 

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  • 404 Old Liverpool Rd., Liverpool, New York 13088 United States
  • Phone: 315-652-4426
  • Toll Free: 877-492-9464
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  • Email: info@ibrokernet.com

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