Broker Check

7 Rugby Place
Jamestown, NY 14701
(716) 665-5755

Directions

Products & Services

We provide assistance in the following areas:


Investments

  • Annuities - Fixed
  • Annuities - Variable
  • Bonds
  • Common Stock
  • CD's
  • Government Securities
  • Mutual Funds
  • Brokerage Accounts
  • Educational IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Traditional IRA


Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans


Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance



  • Medicare Advantage Plans
  • Medicare Supplements
  • Medicare Rx