List of Services

Full service brokerage trading and money management services are only a click away.

Through the use of NetXClient you can view and make changes to your accounts any time during the day. Transactions are made during normal trading hours on the NYSE. You can track gains and losses, get up to the minute quotes, buy/sell, and get valuable information at the click of a key. You can even have information sent to your Blackberry.

Outstanding advisory services are also available so you can take full advantage of the advice of professionals in Mutual Funds, Stocks and Bonds. With your personal advisor, you can have your portfolio managed or have your own input into the portfolio you need to meet your needs and goals.

• Investment Services
• Financial Planning
• Special Needs
• Retirement Planning
• Estate Disposition Planning
• Tax Advantaged Investments
• Real Estate and Exit Strategies, Oil and Gas, Leasing Income Programs
• No Surrender Charge Variable Annuities
• Guaranteed Benefit Annuities

Have the confidence that you are in control as the client. It is your portfolio, your stated goals, your stated needs and your circumstances that are important to us. Our suitability and risk profiles are designed to put you first in the decision making process as your financial plans and strategies are implemented.