Investment and benefit needs of closely-held companies


Buyers of investment services have many choices. Distinguishing one provider from another is practically impossible, especially when you consider the numerous regulations designed to specifically limit the investment and financial services industry's ability to make legitimate claims.


Today, insurance agents, banks, even CPAs can be investment counselors.  We offer a broad range of investment products as well.  But, our most important strength is our concentration on the investment and benefit needs of closely-held companies.


Call now and ask to speak directly with Alan or Jan for insights in selecting a benefits/investment services provider for you or your firm.