Investment Services

The enormous amount of information available to today’s investor means the big picture can be a bit overwhelming. We can help you sort through the clutter and bring your investment goals into focus and design a portfolio to help work toward them.

Our financial advice is based upon helping you create an investment portfolio to help work toward your goals, whether it’s saving for retirement, a college education, or buying a home. We stay focused on the one thing that matters most – finding well-managed investments, one at a time, through intensive financial analysis and hands-on research.

Below is a list of services we offer:

  • Annuities: Fixed, Indexed, and Variable
  • Bonds: Corporate and municipal
  • Certificates of Deposit
  • College Funding/529
  • Estate Planning
  • Fee-based Accounts
  • IRA/Rollovers
  • Money Markets
  • Mutual Funds
  • Stocks
  • Tax-free investments

For more information about our investment services, you can call our office at 1 (800) 533-4370 or 1 (574) 722-4222. You can also email us at