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Investment Services

Whether you've just started to invest or you've already developed a portfolio, it can be a wise move to have the right advisors on your side.

Why Invest with Us?

  • From stocks to bonds, CDs to SMAs, our experienced financial advisors are ready to tailor-fit a personal investment strategy just for you.

    • Mutual funds
    • Municipal bonds: taxable and tax exempt
    • Individual stocks
    • U.S. Treasury and federal agency securities
    • Annuities

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  • If you have a 401(k) from a previous employer, you have options available to you. A rollover IRA may provide you with more investment choices, consolidation of investment accounts and more.

    • More investment choices
    • Greater flexibility and control
    • Consolidation of investment accounts
    • Continued tax advantages
    • More personalized account service

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  • Parents, grandparents and benefactors are qualified to take advantage of federal tax exclusion for the purpose of higher learning.

    • Applicable nationwide
    • Savings without limits
    • Generous tax advantage

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  • Think of it as an education IRA that grows with your child. Pay for private school, high school, prep school, college and more with tax-deferred dollars that know the value of higher learning.

    • Consolidating your financial picture
    • Keeping your future on track
    • Making the most of your goals
    • Avoiding investment pitfalls

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Investment Tools at Your Fingertips

All of your critical account information can now be intelligently organized with NetXInvestor. Through this intuitive online system, our clients can obtain information on balances, holdings, history, cash flow, asset allocation, statements and reports — from any tablet, mobile device or desktop.

Ready to Get Started?

Find a financial advisor near you or contact us directly today. We look forward to talking with you about all of your financial goals and investment options.