Broker Check

Why use a Personal Investment Consultant?

Many people find the task of selecting an investment portfolio too daunting to undertake on their own. They realize they don't have the experience, time, training or patience to make informed investment decisions alone. That's where the value of a personal investment consultant can be very beneficial. Here are some of the investment services provided from a personal investment consultant:

  • Retirement Planning
  • Mutual Funds
  • Long-Term Care Insurance
  • Life Insurance
  • Fixed and Variable Annuities
  • Stocks and Bonds
  • 529 Plans
  • Tax-Advantaged Investments
  • Professionally Managed Asset Accounts
  • Money Market Funds
  • Brokered Certificates of Deposit
  • Unit Investment Trusts
  • U.S. Treasury Bills, Notes and Bonds
  • Discount Brokerage

Click for a Glossary of Terms