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Investments


  • Corporate Bonds
  • Municipal Bonds
  • Zero-Coupon Bonds
  • Convertible Bonds
  • FDIC Insured CDs 
  • Common Stock
  • Preferred Stock
  • Options Trading
  • Brokerage Accounts With Free Checking
  • Educational IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Traditional IRA
  • Government Securities
  • Treasury Notes
  • Treasury Bills
  • Treasury Bonds
  • Variable Annuities
  • Fixed Annuities
  • Indexed Annuities
  • Mutual Funds
  • Non Traded Reits
  • 401k’s & Rollovers
  • 403b's & Rollovers
  • 529 Plans
  • SMA's

Insurance (North Carolina, South Carolina and Florida Only)


  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance