The experienced financial professionals at Investment Services can help you enjoy a comfortable lifestyle today while planning for a financially secure future.

Whether your goal is asset growth, income protection, capital preservation or a combination of these, we have investment options to fit your needs.

Planning

• Pre-retirement asset accumulation plans
• Post-retirement asset management plans
• College planning
• Retirement plans — IRAs, Roth IRAs, 401(k), profit sharing, SIMPLE Plans, Solo 401(k)s
• Portfolio analysis and management
• Tax reduction strategies
• Assistance with financial consulting, goal setting, employee retirement plans, investment resources, and key person or split dollar life insurance for small, medium and large businesses

Investments

• CDs and treasuries
• Mutual funds
• Stocks and bonds
• 529 College Savings Plans
• Education IRAs
• Fixed and variable annuities
• Unit investment trusts (UITs)
• Real estate investment trusts (REITs)

Estate Planning

• Gifting and Charitable Planning
• Trust Funding
• Insurance: Disability, Long Term Care, Traditional and Universal Life Insurance
• Wealth Transfer
• Survivorship Life Insurance for Estate Taxes