Frequently Asked Questions
In the investments area, what mutual funds do you prefer to sell?
What types of insurance do you provide?
What about home mortgages?
In the investments area, what mutual funds do you prefer to sell?Actually, that is a two part question. First, we have no allegiance or obligation to any particular investment institution. Rather, we have a full and free hand in selecting from a large and comprehensive selection of mutual funds and other investment opportunities available to the public, without prejudice or bias. Second, we prefer not to "sell" per se. We evaluate the needs of our clients, and make recommendations to them of investments which we feel are most appropriate to their individual objectives and needs.
What types of insurance do you provide?We are licensed to provide Life Insurance, Disability insurance, Health insurance, and Long Term Care Insurance. We do not provide Property and Casualty insurance, although we will be happy to recommend brokers with whom we have had positive experiences.
What about home mortgages?We do not presently broker mortgages. However, we will be happy to recommend a mortgage broker with whom we have had positive experiences.