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We offer a variety of financial products and services that, when combined,
create an investment plan that integrates all the critical components needed to
fit all levels of risk tolerance, lifestyle goals, and business objectives.
Our investment products include essential elements such as balance, diversification, and tax-deferral options. (You may log on and look up your account by clicking on the name of the Product listed in Blue. First time entering the site, you will have to set up your access codes - just follow instructions.)
Products you can access at this time:
Brokerage Accounts:
- Pershing - access via Menu at Online Services - Account View
Mutual Funds:
Annuities:
Qualified Plans:
IRA`S
- Traditional, Rollovers, Roth, Educational, SEP,
Simple
KEOGH`S
- Money Purchase, Profit Sharing
401(k) 403(b)
Insurance product options such as:
- Disability Income
- Life
- Long Term Care Services include assistance in:
- College Planning
- Estate Planning
- Financial Planning*
- Money Management
- Money Purchasing Planning
- Profit Sharing
- Retirement Planning
- Tax Planning
*Must be an Investment Advisor Representative to offer these services.
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Securities offered through Financial Network Investment Corporation, a registered broker/dealer. Member SIPC.
Investment advice offered through Financial Network Investment Corporation, a registered investment advisor.
The broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.
For information concerning the licensure status or disciplinary history of a broker/dealer, investment advisor, BD agent or IA representative, a consumer should contact his or her stated securities law administrator. For securities information a consumer may also contact the National Association of Securities Dealers Regulation (NASDR) at the following toll free number: (800) 289-9999 or their web address www.nasdr.com
Investment products and services from this representative(s) available only to residents of
California (CA).
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