Investments
Individuals, Couples, Partners, Businesses (profit and not-for-profit), Guardianship, Trust, Investment Clubs, and Custodian for Minors are eligible to open Brokerage accounts. We accept transfer and rollover accounts.
Clients are able to diversify their investments because of our board selection of asset classes. The product includes stocks, bonds, mutual funds, and ETFs.
Many clients prefer brokerage accounts for self directed contributory Roth and Traditional IRAs, as well as, for IRA rollovers, Pension and Profit sharing plans. Clients can appreciate the flexibility and convenience of having a variety of asset types in one account. Clients also learn about trading stock in the tax-sheltered environments of the IRA, Pension and Profit sharing plans.
We also help clients build their investments program by setting up plans with companies to make automatic monthly contributions. We welcome the opportunity to service your investment needs. Call today to learn more.
*Diversification does not ensure a profit or guarantee against loss
