“Helping Make All of Your Financial Decisions Good Ones”
PRODUCTS & SERVICES
Whether you’re investing in stocks, bonds, unit investment trusts, annuities or mutual funds, or any of the other varied investment options, we have the knowledge to help you make solid investment decisions. We offer fee-based investment advisory accounts with no load and load waived funds with non-commissioned individual security transactions. Let experience dating since 1979 help make you financially sound!
It is my practice not to decline to work with anyone who needs help and seeks it sincerely.
~ Jim
Member FINRA SIPC