Stocks. Bonds. Mutual funds. Real estate investment trusts. The world of investments is crowded with options, and as an independent planner, we can help you create a custom plan that works toward your goals. Whether you’re a conservative or an aggressive investor, we’ll help you make wise decisions. Every time.
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Let’s meet. To learn more or schedule a consultation, contact our office: 260 484-0653
Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. We have individuals registered to offer securities in the states of AZ, FL, CO, IN, OH, GA, MI, OK, NE and PA. This is not an offer to sell any security in any other state or jurisdiction.