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Our Services

Through our affiliation with Mid Atlantic Capital Corporation, a broker dealer, we are able to provide the following products and services :

Investments

  • Stocks
  • Bonds
  • Mutual Funds
  • ETFs
  • Certificates of Deposit
  • Tax Deferred Annuities
  • Options
  • Government Securities
  • Professional Money Management
 

Alternative Investments

  • REITs
  • Hedge Fund Investments
  • Fund of Funds Investments
  • TIC Investments
 

Financial Vehicles

  • Asset Allocation & Rebalancing Programs
  • Insurance
    • Life
    • Long Term Care
    • Disability
     
  • College Plans
    • 529 Plans
    • Custodial
    • Education IRA's
     
  • Retirement Plans
    • IRA
    • Roth IRA
    • Profit Sharing Plans
    • 401(k)s
    • 403(b)s
    • Money Purchase Pension Plans
    • Defined Benefit Pension Plans
    • Defined Contribution Plans
    • Individual 401(k)s
     
  • Estate Planning
 

 

 

If you have any questions please email or call us.