Skip to Main Content

Lebanon-Based Investment Management

Your “One-Stop Shop” For All Things Financial

We are uniquely positioned to help with most everything that life might throw at you pertaining to your finances. We have also networked with other professionals who can help serve you in areas we do not cover, and who we believe share our same values and our commitment of doing what’s best for our clients.

Investment Management

We are Registered Representatives and Investment Advisor Representatives of LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.  All securities and advisory services listed below are offered through LPL Financial:

Investment Products that may be offered on a fee-based or commission-based basis:​

  • Retirement Accounts, such as Traditional IRAs, Roth IRAs, SEP-IRAs, SIMPLE Plans, Tax-Sheltered Annuities (TSAs / 403(b)s), individual and business 401k plans, and other retirement plans
  • College Savings investments, including 529 Plans, Coverdell Savings Accounts, and other funding strategies
  • Annuities - fixed, variable, index-linked, and fixed indexed; immediate and deferred
  • Mutual Funds
  • Exchange-Traded Funds (ETFs)
  • Closed-End Funds
  • Individual Stocks & Bonds
  • Real Estate Investment Trusts (REITs)
  • Limited Partnerships
  • Unit Investment Trusts (UITs)
  • Cash Management Accounts and Brokered CDs
loading gif