Wealth management approach

We work closely with our clients to offer innovative solutions to investment consulting issues. Our approach is flexible and accommodates each client’s unique situations. In serving the institutional needs of credit unions, banks, non-profit organizations and municipalities, we offer the following investments & services:
  • Certificates of Deposit
  • Federal Agency Securities
  • Treasury Securities (bills, notes, bonds)
  • Mortgage-Backed Securities
  • Corporate Bonds
  • Tax-free Municipal Bonds
  • Mutual Funds
  • Equity Securities
  • Individual and Corporate Retirement Plans