Investments

We consider investment products a “means to an end” – we consult with you as to your individual needs and goals, selecting those products and services that appropriately match with your risk tolerance, time horizon, and objectives.

Through our broker/dealer Park Avenue Securities, we have access to a full range of investment products including but not limited to:

Mutual Funds – including no-load and load-waived
Variable Annuities
Individual Equities
Fixed Income Securities (Bonds, Preferred Stocks, Treasuries)
College Savings Plans (529, Coverdell)
Exchange Traded Funds (ETFs)
REITs
UITs