Investment Services

Investment Services

Our investment process begins with an in-depth analysis of your current situation. Once we've established your over-arching objectives, we'll focus on your specific goals. With changing economic conditions and market swings, we advocate investing sensibly over the long term and maintaining an adequate level of income producing strategies that act as a buffer during times of increased market volatility. We work with you side-by-side so that you're confident in and comfortable with the financial suggestions we make.

Securities offered through National Securities Corporation (NSC), Member FINRA/SIPC.  Advisory services provided through National Asset Management, Inc. (NAM), an SEC Registered Investment Advisor; a copy of NAM’s brochure is available on NAM’s website.  Fixed Insurance products offered through National Insurance Corporation (NIC).  Accounts are held at National Financial Services (NFS), LLC, a Fidelity Investments® company. We currently have individuals licensed to offer securities in the states of Delaware, Pennsylvania, New Jersey, Virginia, Florida, Rhode Island, Massachusetts, Ohio, Illinois and California.  This is not an offer to sell securites in any other state or jurisdiction.

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