Financial Services
What financial services do we offer?
As a Licensed Broker Dealers, we are able to offer a wide array of services including:
529 College Savings Plans
Annuities
Mutual Funds
Individual Retirement Accounts (IRAs)
529 College Savings Plan
It's never too early to get a head start on your child's future. A tax-deferred 529 college savings plan helps you pay for things like tuition and housing when the time comes — and it may only take $15 to start. You can also use these funds for K-12 private schooling.
Annuities
Use this long-term investment as a part of your retirement strategy. Annuities can provide benefits such as tax deferral, an income stream, or a death benefit. We work with Equitable, Protective and Prudential to find the right annuity for you
Mutual Funds
Plan for your financial goals big and small with mutual fund options from the more than 20 fund families we work with — including options from American Funds, Fidelity Investments and Franklin Templeton Investments.
Mutual funds allow you to invest alongside other like-minded people. Run by professional portfolio managers, each fund varies in levels of risk and reward based on which type of mutual fund you choose.
Individual Retirement Accounts (IRAs)
Grow your retirement savings with tax-advantaged IRAs, including Traditional, Roth and Rollover options that can be customized to meet your goals.
An individual retirement account, or IRA, is a simple way to get a head start on saving for your future, and can provide tax advantages.