Investments

Want to invest wisely in the stock market?

We offer a mutual fund investment program featuring a wide range of fund groups designed to match your preferences and risk level. We can thus offer a good fit for you and other family members, depending on the amount you have to invest and the goals you wish to reach. We monitor client portfolios and compare them to the major market averages on a weekly basis. This allows us to stay up-to-date on each fund’s performance, while keeping an overview of the big picture of long-term investing. These funds are provided through our broker/dealer, Woodbury Financial Services, Inc.

Would annuities be a better choice for you?

We also offer annuity options with Nationwide Financial and other companies, provided through our broker/dealer, Woodbury Financial Services, Inc.