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

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...