Our Services

Our approach is to provide clients with services they need and to be there to for them as those needs change over time. We are real people offering real services in the form of:

• Stocks – Listed companies on the NYSE or NASDQ
• Bonds – Investment grade corporate or municipals
• Mutual Funds – Non-proprietary. The best of the best.
• Retirement Planning – How much to save to meet your goal based upon your current asset base.
• Asset Allocation/Diversification – Growth vs. Fixed investments
• Financial Planning – College, retirement, diversification
• Municipal Underwriting – Local and regional
• Trust Investments – Provides stewardship as necessary
• Pension Plans – 401(k), SEPS, SIMPLES, etc.
• Estate Valuations