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The role of an Investment Center Consultant is to help create an investment plan that works for the client. Each Financial Consultant is trained to advise you not only on standard security investments such as stocks, bonds, and mutual funds, but also on the nontraditional areas like insurance, trusts, retirement, estate planning and business financial services. Your consultant will help you devise a total financial plan and follow it to achieve your goals.

Every individual investor is different, with unique financial objectives. Whether you're looking for ways to prepare for retirement, finance a child's education, increase your income or reduce your taxable income, the Investment Center has the investment opportunities to help you meet your goals.

We offer Roth IRA, SIMPLE IRA and 529 College Savings Plans.

The INVESTMENT CENTER is committed to providing:

button  Corporate Retirement Plans
button  Retirement Plan Rollovers
button  IRAs
button  Stocks, Bonds and Mutual Funds
button  Long Term Care and Life Insurance
button  Estate Planning
button  Tax-Deferred Annuities
button  And Much More.......

Investments:

  • Are NOT insured by the FDIC or any other Federal or State Government Agency
  • Are NOT deposits of or guaranteed by any Bank or any Bank affiliates
  • MAY GO DOWN IN VALUE


Click for more info about the Investment Center