Financial Services and Strategies Designed to Create, Enhance, or Preserve Wealth
Products & Svcs.
Financial Planning
Account Access
Brokerage Rates
Special Programs
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We have found that contacts made by referral from existing clients are more likely to need and value our services so if you are an existing client, as an incentive to refer us, we will give you your choice of:

$25 Credit towards your current year tax return
$25 off your next broker assisted stock trade
$25 off your next quarterly invoice for advisory services.
For the name of any friend or associate you provide who may have the need for our financial services, the first time we do any business with them as long as you are still our client.
ACCOUNT TRANSFER PROGRAM - Transfer $25,000 or more in cash or equities, or $50,000 in fixed income securities to us we will reimburse the transfer fees on any brokerage account, mutual fund, annuity contract, or retirement plan. Call for details first as some exceptions may apply.

To view your brokerage account or to obtain fund information and performance data select from the following links

Brokerage Account Access

Invesco Aim Funds

American Funds

Eaton Vance

Wells Fargo Funds

First Eagle Funds


Hartford Funds

Putnam Funds

DWS Investments

Van Eck Funds

For Information Call
Or if you prefer to E-mail us