Products & Services


Common Stock
Government Securities
Treasury Notes
Variable Annuities
Exchange Traded Funds
Managed Accounts (Fee Only)
Preferred Stocks
Unit Investment Trusts
Mutual Funds
Certificates of Deposit
US Treasuries
Alternative Investments

Financial Planning

Retirement Planning
Tax Plans*
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Fee Based Financial Planning


Disability Income
Life Insurance
Long Term Care
Fixed Annuities
Group Insurance
Medicare Supplements
Medicare HMO’s

Tax Planning*

Relocation Tax Issues
State Tax Return Preparation
Representation Before the IRS
Tax Return Preparation
Individual Tax Preparation and Planning
Business Start Up, Counsel and Corporate Taxes
Small Business Accounting Services
IRS and State Tax Audits
Income, Gift and Estate Tax Returns

*Tax planning services are offered through Jullie & Associates, PA.