Services

In 1999, Frank and Charles joined forces and affiliated with Raymond James Financial Services, Inc., Member FINRA/SIPC. Between them, Frank and Charles have more than 38 years of experience in the financial services industry.

They specialize in three major areas:
1) Retirement planning with an emphasis on company 401(k) rollovers
2) Estate planning with an emphasis on Long Term Care Insurance and trust work and
3) Fee based investment advice including portfolio design with emphasis on individual equities & 529 plans.

Having choices is important in investing. We believe investors' plans should change as their lifestyles and needs do. Through Raymond James investors' are offered an extensive array of investment alternatives and services.

• Asset Allocation - Asset allocation versus diversification - what's the difference?
• Asset Management - Discover the benefits of professional asset management.
• Estate Planning - Peace of mind takes planning.
• Financial Planning - Your financial future is important. Don't trust it to just anyone.
• Mutual Funds - Your purchasing power at work.
• Retirement Planning - Charting a course for your retirement destination.
• Stocks - How do stocks fit into my financial plan?
• College Planning - What will it take to deliver the dream?
• Bonds - Are bonds right for you?
• Mortgage Center - Innovative residential financing options for our investor clients.
• Identity Theft - The more you know about identity theft, the better you can protect yourself.
• 401(k) - What to expect from your 401(k) advisor.
• Insurance and Annuities - Preparing for the unexpected may start with quality insurance alternatives.
• Stock Options - Strengthen your portfolio without stretching your finances.
• Freedom Account - Managed accounts with the flexibility to meet your investment goals.
• Invsetment Banking - Serving the capital and advisory needs of today's middle-market companies.