Stocks, Bonds, & Investment Products

We'll help you mix and match investment products to work toward accomplishing your unique financial goals.

A portfolio of investments that fits you.

We'll help you plan and curate the right mix of investments so you have a clear path forward. We'll chat through things like how much you want to invest, your reasons for investing, your ideal timing, and the amount of risk you're comfortable with to make your financial goals a reality.

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Types of Investments
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Stocks

Get partial ownership in a company based on the number of shares you purchase. Stocks tend to fluctuate more in the short term, but may perform well over time.

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Bonds

Loan money to a government or institution and receive interest in return. Though they typically have lower returns, bonds can provide more stability than stocks.

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Mutual Funds

Pool your money with others in a professionally managed portfolio. Mutual funds offer handy diversification through a mix of investments, such as stocks or bonds.1

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Exchange Traded Funds (ETFs)

An ETF is a basket of securities traded throughout the day—like stocks—on a national stock exchange. Similar to mutual funds, you purchase shares of an overall fund rather than individual investments.2

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Annuities

Annuities are a contract between you and an insurance company requiring the insurer to make payments to you, either immediately or in the future. You make contributions to the annuity for a guaranteed income stream.3

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Brokered Certificates of Deposit (CDs)

Brokered CDs are issued by banks, purchased in bulk by securities firms, and sold to clients. You don't receive physical certificates for brokered CDs, but you do get a periodic statement detailing your CD holdings.4 Brokered CDs' market value may fluctuate over time.

Ready to get started?

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Schedule a call.

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We'll chat about different investment opportunities and/or your existing portfolio.

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Enjoy funding your future with a smart, confident plan.

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All investing involves risk, including the possible loss of principal.

  1. Returns and principal value of a Mutual Fund will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Investors should carefully consider a mutual fund's investment objectives, risk, charges, and expenses. This information and other important details about each fund are contained in the prospectus, which can be obtained from your Financial Advisor. The prospectus should be read carefully before investing.

  2. Exchange-Traded Funds are subject to risks similar to those of stocks. Investment returns may fluctuate and are subject to market volatility, so that an investor's shares, when redeemed, or sold, may be worth more or less than their original cost. Exchange Traded Funds seek investment results that, before expenses, generally correspond to the price and yield of a particular index. There is no assurance that the price and yield performance of the index can be fully matched.

  3. Variable annuities are sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. Variable annuities are long-term investments suitable for retirement funding and are subject to market fluctuations and investment risk. Guarantees are based on the claims-paying ability of the issuing insurance company. Guarantees apply to minimum income from an annuity; they do not guarantee an investment return or the safety of the underlying funds.

  4. Generally, CDs may not be withdrawn prior to maturity. CDs are FDIC insured up to $250,000 per depositor per insured depository institution for each account ownership category. CDs may be issued by out of state institutions.