Investment Products

 

•    Annuities — fixed and variable

•    Bonds—convertibles, corporates, municipals, U.S. governments, and zero coupons

•    Certificates of deposit —FDIC insured

•    Individual Retirement Accounts (IRAs)

•    Insurance—various underwriters

•    Money market funds—taxable and tax-exempt funds; check writing available

•    Mutual funds—for conservative and aggressive investors

•    Stocks—listed on all major exchanges

•    Treasuries Securities—bills, notes, bonds, and agencies