Brokerage Services

SMART PLANNING LEADS TO SMART INVESTMENTS.

Our Brokerage Services: We offer a wide array of accounts and investment options. We determine the most appropriate accounts and investments based on a series of conversations with our clients.

Account Types include:

  • IRAs: Traditional, Roth, SIMPLE, SEP
  • Trust Accounts
  • Corporate Accounts
  • Custodial Accounts
  • Direct Accounts
  • 529 College Savings Plans

Investment Options include:

  • Stocks
  • Bonds (Municipals, Treasuries, Corporates)
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Closed End Funds
  • Real Estate Investment Trusts (REITs)