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In today's highly competitive
financial services arena, accurate and timely executions, prompt confirmation of
transactions, quality investment products, consolidated monthly reports, timely
research reports, up-to-date information and perhaps, most importantly,
personalized service, are essential for success.
We offer:
 | On line account access |
| Written confirmations of all transactions. |
| Prompt verbal confirmation of trades, upon
request. |
| Monthly statements if any activity occurred
within the month. |
| Quarterly statements if no activity occurred
within a three month period. |
| End-of-year statement containing the year's
dividend and interest information. |
| Margin accounts with competitive interest rates |
| Online Stock Trades, if You Qualify |
| Over 3,000 Mutual Funds |
| Personal Financial Services |
| Portfolio Valuation Services |
| Managed Accounts |
| 401(k) Programs |
| Retirement Accounts |
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