Products & Services

Investments

  • Stocks
  • Bonds
  • Mutual Funds
  • Annuities
  • IRAs
  • Unit Investment Trusts
  • Tax-Free Investments
  • ETFs

Insurance

  • Life
  • Disability
  • Long Term Care

Planning Services

  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Fee-Based Advisory Accounts
  • Education Funding
  • Mortgage Analysis
  • Employer Benefits Review

Whether you`re investing in stocks, bonds, unit investment trusts, annuities or mutual funds, or any of the other varied investment options, we have the knowledge to help you make solid investment decisions. We offer fee-based investment advisory accounts with no load and load waived funds with non-commissioned individual security transactions. Let experience dating since 1979 help make you financially sound!

It is my practice not to decline to work with anyone who needs help and seeks it sincerely.

-Jim