Broker Check

Products & Services

We provide assistance in the following areas:

Investments *

  • Bonds
  • Common Stock
  • Mutual Funds
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Variable Annuity
  • 529 Plans

Financial Services

  • Retirement Plans *
  • Tax Plans
  • College Plans *

Insurance

  • Life Insurance
  • Long-Term-Care Insurance

* These services are offered by Deborah Jones through her affiliation with Avantax.