568 Red Oak Lane,
As your securities broker, it is our responsibility to do much more than just take orders to buy or sell securities. We will help you pursue your investment goals by providing you with quality service and financial advice from sophisticated resources.
Ask the questions that define your needs, goals and attitudes toward risk.
Tailor an investment program to your financial objectives.
Alert you to potential opportunities and challenges that may affect your investments.
Help you to understand and manage the risks that accompany investing.
Take the time to understand your changing objectives.
Offer services with courtesy and responsiveness.
Aim to establish a long-lasting client relationship with you by maintaining a high standard of quality, professionalism and integrity.
Help you to improve our respective communities through personal involvement.
Large, Mid and Small Cap Stock (No penny stock)
Real Estate Investment Trusts
Exchange Traded Funds
Inherited Roths and IRAs
Transfer on Death Accounts
Joint and Single Accounts
Limit Order Sell Strategy
403B Rollover into IRAs
401K Rollover into IRAs
Referral to CPAs
Year End Gain/Loss Strategy for tax savings
firstname.lastname@example.org | (440) 527-0672