Services

Online Client Access to accounts

Supported Products

  • Mutual Funds
  • Stocks
  • Bonds
  • Exchange-traded fund (EFTs)
  • Variable life insurance
  • Variable annuities
  • Select broker-dealer fixed index annuities paid out at 100 percent
  • Fixed income products (including unit investment trust, brokered CDs)
  • Real estate investment trusts (REITs) and Business Development Corporations (BDCs)

For Fee Based Advisory

  • Proprietary Models Platform
  • Elite Choice 401(k) Program
  • Third-Party Money Managers
  • Financial Planning and Consulting

Financial Calculators

Determining your current and future financial needs can be overwhelming to anyone.  But there are a wide variety of calculators to help you, the client, make the right decision for you, your family and your future.  Some of these calculators can help determine the amount of life insurance you may need, determine your net worth or determine how much to contribute to your 401(k).  Please click on the link below to access FINRA’s Financial Calculators.
http://www.FINRA.org/Investors/ToolsCalculators

Financial Glossary

Sometimes it can be confusing when you hear or read about terms unfamiliar to you. You may ask yourself "What is a breakpoint?" or "What does ex-dividend mean?" or "What is the difference between a market order and limit order?". Answers to these and many other questions can be found by clicking on the link below to access FINRA’s Financial Glossary.
http://www.finra.org/search/investors/glossary

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