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Investments



 
We have an in house registered representative that can help you set up and administer the following:
  • Individual and group 401k’s
  • IRA’s  Traditional, Roth, Education
  • Annuities  Immediate, Deferred, Indexed, Variable
  • Mutual Fund Transactions, money market accounts
 
Sep’s, Simple’s, Profit Sharing plans, Self directed Retirement Accounts, Deferred Compensation accounts, management carve outs, we can create a plan that fits your long term financial goals with a Registered Representative that is focused on you.

 

 
Over 15 years Experience
With over 15 years in the Insurance industry serving clients on a person to person basis, we are in a good position to provide you with the service you require and the understanding of your business that you need.

 

 

   

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