SERVICES OFFERED

Financial Strategies

  • Complimentary Consultations
  • Financial Planning
  • Retirement Planning
  • Wealth Transfer Planning
  • College Tuition Planning
  • Tax Planning
  • Estate and Trust Planning
  • Philanthropic Advice
  • Insurance & Risk Management


Banking

  • Check writing
  • Online Bill Payment
  • Cash Management Account
  • FDIC Insured Deposit Accounts
  • Mortgage Products


Research

  • Equity and Fixed income Investment Research
  • Global Research
  • Market Commentary
  • Argus
  • Standard & Poor's
  • Morningstar
  • Value line

Investment Services

  • Full-Service Brokerage Account
  • PPS Wealth Management
  • Stocks
  • Mutual Funds
  • Bonds
  • Unit Investment Trusts
  • Convertible Securities
  • I.R.A., SEP and Keogh Plans
  • Annuities


Additional Services

  • Single Point-of-Contact
  • Client Newsletter
  • Financial News


Account Reporting

  • Monthly Statement Service
  • Annual Performance Summary
  • Account Consolidation Reporting Service
  • Asset Allocation Analysis
  • Account Trend Reporting
  • 24/7 Online Account Access
  • 24/7 Telephone Access