Our Services

investment opportunities JP TurnerWe will help you identify investment opportunities and outline an investment strategy designed to help you meet your financial goals. As an independent branch office of Royal Alliance we have access to a wide array of investment products and services including mutual funds, managed accounts, stocks, real estate, insurance, energy products and fixed income products.

Our office specializes in providing the following financial services:

  • Tax-advantaged investment strategies
  • Retirement planning strategies
  • Estate conservation
  • College Savings Planning
  • Life Insurance
  • Disabilty Insurance
  • Long Term Care Insurance
  • Annuities
  • Individual and Group Health Plans
  • Employee Benefits Programs