Our Services

Busy lifestyles and multiple priorities make successful investing more challenging that ever. In today's complex and ever changing financial marketplace, it's important to take a team approach to prepare for your financial future. When you join with us, you create a powerful team.

We strive to make investing simple with easy access to your accounts, a simple to understand statement and fast response to your inquiries.

With the expertise of your financial advisor and the convenience of a full-service investment firm at your command, preparing for your financial future can help make your dreams more achievable. We're ready to help you turn your financial goals into a reality. Beginning an investment program is easy. 

We provide assistance in the following areas:


  • Mutual Funds
  • Unit Investment Trusts
  • Fixed and Variable Annuities
  • Stocks
  • Bonds
  • Individual Retirement
  • Accounts

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

Our Quality Assurance

We utilize a number of sophisticated techniques to fulfill our mandate of identifying and evaluating quality products that meet the needs of our customers and then maintain a record of "diligent and informed deliberation," in the selection of products made available.