Overview

We are a full service brokerage and IAR firm. We specialize in the active management of sundry different kinds of accounts. We are especially equipped and knowledgeable in the active management of variable annuities, which we consider a unique service. Most all of our clients are middle class, and during our years of experience we have learned how to offer lower net worth clients higher net worth management and service. We are a small family owned firm since 1954, and are currently looking for appropriate acquisitions of firms that would reasonably match our client demographic and asset type.


Last Activity
6 months or more

Business Data

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Variable Annuities

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