Bull or Bear we aim to get you there  

SERVICES | Overview

We are a full-service firm that provides financial services, tax planning, retirement planning, college planning, and estate planning.

We offer fee-based management accounts, and we offer free ongoing consultations for our asset management clients.

As an added value to our clients, we have established professional alliances with a CPA and an Estate Planning Attorney.

We offer a full range of quality investment products and services through our broker/dealer, Commonwealth Financial Network, Member FINRA, including:
  • Full-Service Stocks and Bonds 
  • Retirement Plans, including traditional and Roth IRAs, SIMPLE Plans, SEP and 401(k) plans, among others
  • Retirement Plan Rollover Strategies
  • Rule 144 and Executive Stock Option (cashless, if necessary) Exercise Programs
  • Managed Investment Accounts
  • Preferred Stocks 
  • Mutual Funds (taxable and tax-free)
  • Unit Investment Trusts
  • Real Estate Investment Trusts (public and private) 
  • Fixed and Variable Annuities
  • Life Insurance for Estate Planning
  • Disability, Accident, Health, and Long-Term Care Insurance
  • Charitable Giving Strategies via Trusts and Foundations
  • Money Market Accounts
This communication strictly intended for individuals residing in the states of CA,CT,DE,FL,MA,MI,NH,NY,OR,RI,TX,VA,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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