We offer a full range of services for helping our clients plan their financial future, including:

  • Wealth Management
  • Retirement Planning
  • Estate Planning
  • College Education Funding 

Whatever the circumstances of our clients, we have the expertise available in our office or from outside resources to help our clients plan for their future. Strategies include:

  • Mutual Funds
  • Exchange-Traded Funds
  • Closed-End Funds
  • Stocks 
  • Preferred Stocks
  • Bonds
  • Variable Annuities
  • Fixed Annuities

We use them all to help our clients pursue their goals.

We also offer a wide range of insurance.

  • We shop the market for the lowest rates for term life insurance.
  • We offer a wide variety of variable life insurance products.
  • We offer several options for second-to-die life insurance policies for effective estate protection.
  • We use several companies for health insurance products.
  • We seek out the very best rates for Medicare supplement products.
  • We have several products for long-term care insurance.

We work very closely with our clients to make certain we are providing the best products to meet all of their financial needs.

Fixed insurance products and services offered through CES Insurance Agency.