Financial Advisor
CurrentServices include, but not limited to, a wide variety of investments and financial products: *Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs), Unit Investment Trusts (UITs) and CDs*Self-Directed Traditional or Roth IRAs* Retirement Savings Plan: -SIMPLE IRA -SEP IRA -401K, Owner 401K, Safe Harbor 401K*Custodian Accounts*College Savings 529*Life.