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4240 Ridgewood Avenue
Suite 1
Port Orange, FL 32127

Products and Services

Services Offered

  • Stocks
  • NYSE-listed stocks
  • NASDAQ over-the counter
  • All other major exchanges
  • Foreign stocks
  • Initial public offerings
  • Margin accounts
  • Corporate finance
  • Investment banking
  • 144 and other restricted securities sales
  • Employee stock-option plans

Estate Planning

  • Conservation and disposition of assets using wills, trusts and charitable gifting strategies
  • Confidence that your legacy is executed according to your wishes
  • Provision of care for surviving and future family members
  • Optimization of liquidity strategies
  • Life planning via living wills and powers-of-attorney
  • Ensuring business continuity

Cash Management

  • Daily sweep accounts
  • Money markets
  • Insured CDs
  • Online account access

Retirement Accounts

  • IRAs
  • SEP/IRAs
  • Roth IRAs
  • Education IRAs
  • Simple IRAs
  • Defined contribution
  • Money-purchase pension plan
  • Profit-sharing plan
  • 403(b)
  • 401(k)

Mutual Funds

Asset Management

  • Independent manager search
  • Performance monitoring and reporting
  • Wrap-fee accounts
  • Asset allocation
  • Outside managed accounts

Bonds

  • CMOs
  • Convertible
  • Corporate
  • Municipal
  • Zero coupon
  • Government Securities
  • Ginnie Maes
  • Treasury bills
  • Treasury bonds
  • Treasury notes

Options

  • All major exchanges

Insurance

  • Fixed annuities
  • Term life
  • Universal life
  • Whole life
  • Disability
  • Long-term care

Alternative Investments

  • REITs
  • Equipment leasing
  • Managed futures
  • Equity-linked notes
  • Oil & Gas Programs
  • Tax Credit Programs
  • Real Estate LLC's
  • 1031 Programs

Education Planning

  • 529 plans
  • Coverdale Savings Accounts

Phone today with questions or to see if we can help you.
386-675-6973