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Products

We provide assistance in the following areas:

Investments *

  • Common Stock
  • Preferred Stock
  • Corporate Bonds
  • Municipal Bonds
  • Government Securities
  • Treasury Bills/Notes
  • Certificate of Deposits (CDs)
  • Separate Managed Account (SMAs)
  • Mutual Funds
  • Commodities
  • Exchange-Traded Funds (ETFs)
  • Unit Investment Trusts (UITs)
  • Real Estate Investment Trusts (REITs)
  • 1031 Exchanges
  • Annuities (Fixed, Variable, Index)
  • Structured Products

Accounts *

  • Individual
  • Joint with Rights of Survivorship
  • Joint Tenants in Common
  • Trust’s
  • Estate
  • 529 Plan
  • Coverdale Educational Account
  • Traditional IRA
  • Rollover IRA
  • Roth IRA
  • Roth Conversion IRA
  • HSA

Insurance

  • Term Life
  • Whole Life
  • Universal Life
  • Long Term Care
  • Disability

Business *

  • Corporate Account
  • Simple IRA
  • SEP IRA
  • 401(k)/403(b) ERISA Plans
  • Defined Benefit Plans
  • Cash Balance Plans
  • Profit Sharing
  • Group 529 Plans
  • Group HSA Plans
  • Disability
  • Key Man Insurance
  • Employee Stock Options (ESOP)