800.883.1212

Brokerage

Full-Service Expertise and Experience

Our Retail Brokerage group offers transactional brokerage services based on your financial objectives and risk tolerance. Each financial advisor is dedicated to providing valuable and personal investment advice that is suitable to each client. Our clients benefit from the flexibility which allows us to impart relevant and practical advice regarding your financial situation. From our research department with its breadth of coverage to our municipal trading desk, each group works together to ensure a complete and quality client experience. Our products and services are comparable with that of larger firms, but the fundamental distinction lies within the advantage of our customized approach.

Brokerage Services

- Individual Equities
- Municipal and Corporate Bonds
- Money Market Instruments
- Mutual Funds
- Closed-End Funds
- Unit Investment Trusts (UITs)
- Exchange Traded Funds (ETFs)
- Equity Option Strategies
- Annuities
- Real Estate
- Collectibles