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)