Open regular business hours or by appointment


Our Experience

Bob has worked in this industry since 1985. As a series 6 registered Representative Bob has cultivated a diverse client base over the years and continues to offer comprehensive solutions. We work with many top-rated Mutual Fund & Insurance companies and will help our client’s review their unique circumstances and goals when determining which investments to use.


Mutual Funds

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. Mutual Funds come in many different shapes and sizes, and can be used as a funding vehicle for many types of investment accounts. A Mutual Fund can be used to fund retirement savings to college funds and everything in between. Let us show you how.


Annuities are investment products offered by insurance companies that offer popular tax benefits and guarantees. We’re happy to see if annuities fit into your “big picture”.