Account Types/Investments

Through our partnerships with Mid Atlantic Capital Corporation, a FINRA/SIPC Member, Mid Atlantic Financial Management, Inc., a Registered Investment Advisor, as examples, we offer:

  • Stocks, Bonds and CD's
  • Mutual Funds (Load and No Load)
  • WRAP programs
  • Variable Annuities
  • Hedge Funds
  • Private Non-traditional Investment Funds
  • Private Money Managers
  • Credit Services

For your needs we establish and manage your accounts through a business partnership with Mid Atlantic Capital Corp (MACC) and Mid Atlantic Financial Management (MAFM).

Account Types

Our financial plans can guide you to success for education planning, retirement planning, estate planning and wealth preservation through:

  • Retirement plans
  • 401k/Profit Sharing
  • IRA
  • SEP
  • Simple IRA
  • Pension Plan
  • Profit Sharing/401(k) rollovers
  • Trust Accounts
  • Traditional Brokerage Accounts
  • College Savings Accounts
  • UTMA
  • Educational 529 Account
  • Educational Coverdale IRA
  • Business/Corporate Accounts