Our Services

Our Services

As your independent financial advisor, we provide services to suit your needs; we are not here to just sell you products. Our priority is to help you attain your personal, business and financial objectives. After discussing your financial goals, we will help you to make informed decisions regarding your unique situation.

Some of our overall services include wealth management, money management, annuities, estate and retirement planning, college planning, life insurance, long-term care and incidentals.

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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