Our Services

  • Investments*: stocks, bonds, mutual funds, variable and fixed annuities.
  • Asset Management**
  • Asset Allocation
  • Insurance Planning
  • Elder and Long Term Care Planning
  • College Aid Planning - make sure you don't overlook financial aid.
  • Financial Planning
  • Retirement Planning
  • Employment Benefits
  • Business Planning

* Securities, products and services are offered through American Portfolios Financial Services, Inc., member FINRA, SIPC 

** Advsiory services are offered through American Portfolios Advisors, a registered investment advisor.