As a financial services broker dealer we specialize in:

  • Professional Managed Money Accounts
  • Financial Planning
  • Pension Rollovers
  • Stock and Bond Trading
  • Mutual Funds
  • Annuities
  • Oil and Gas Investments
  • REIT's (Real Estate Investment Trusts)
  • 1031 Exchanges
  • Life, Disability, Health and Long Term Care Insurance
  • Group Health, Life, Dental, Vision, LTC, Etc
  • Pension Services (401k, 403b, Defined Benefit Plans)
  • Employee Benefits
  • Estate Planning Services
  • College Financial Planning

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