Products & Services

Our representatives are here to listen to your concerns, understand your goals, and help you design the best wealth management strategy for your situation and stage of life.  We give you personal service and honest feedback combined with a full range of investment products and wealth management services through Securities America, Inc.

 

Products

  • Mutual Funds
  • 401(k), Pension, Profit-Sharing, SEP IRA, TSA, and Deferred Compensation Plans
  • Individual Retirement Accounts (IRA)
  • Stocks
  • Government, Corporate, and Municipal Bonds
  • Unit Investment Trusts
  • Annuities
  • Life Insurance
  • Long Term Care Insurance

 

Services

  • Personalized Professional Portfolio Management
  • Retirement Planning and Income Distribution Strategies
  • Tax-Deferred Retirement Portfolios
  • Financial Planning and Strategies
  • Investment Analysis
  • Business Programs
  • College Funding

 

Whatever your specific investment goals, we have a program designed to help you!  Take advantage of our personalized planning services and resources.  Call us to get started on your future TODAY!