Broker Check

196 West DuBois Ave
DuBois, PA 15801

(814) 371-8187

 

Products & Services

Our service philosophy is to assist you in assessing, analyzing, and addressing your specific needs.  We work with you to improve your overall experience and to achieve the common goal(s).  Together, we will create a customized action plan that offers step-by-step guidance and addresses any areas of need or deficiency.

We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

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