Brokerage

With licensed advisors on staff, we offer full brokerage services.  The following are just a few of the securities that can be purchased through a brokerage account:

• ETFs: Exchange Traded Funds are unique in that they trade during the day, like a stock, but are structured like mutual funds.  They hold a basket of stocks that are in line with the objective of the fund. 
• Stock: Although we don't recommend stock to purchase, we offer this service to clients of our business.  Please call for more information.
• Mutual Funds:  In a brokerage account, mutual funds can be purchased in several different ways.  Please call to discuss which situation best fits your needs.
• Advisory:  We offer advisory accounts for clients with $50,000 or more.  In these accounts, a fee is paid to the advisor based on your account value.  This creates built-in incentive for the advisor to help your assets grow, so his will too. For more information, please call.
• Flex HSA: Did you know that you can invest your HSA money?  Through this account we can help! Call today. 

Almost any type of account can opened as a brokerage account.  We can help you decide what type of account is best for you needs, and your situation.  Please call today with questions, and interst.  (203) 237-7900

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