What is a brokerage account?
A brokerage account lets you buy, sell and hold a wide variety of investments. You benefit from expanded investment opportunities and the flexibility to target short, intermediate and long-term goals with individual securities or collective investments.
Questions to ask yourself when considering a brokerage account:
What are my financial goals?
Whatever your financial goals are, a brokerage account can help you.
If your goal is:
- Monthly budgeting
- Home renovation
- Retirement savings
Consider this brokerage solution
- Stocks, Bonds, Mutual Funds, Exchanged Traded Funds, Certificate of Deposits
- Dividend-paying stocks and/or mutual funds
- Target date mutual funds
- Cash management account
These are just a few examples of how a brokerage account can help you meet a variety of goals.
How do I select a broker?
Ask plenty of questions up front to make sure the broker has your interests in mind. Look for a company that is straightforward with their fees and ask what services you can expect in return. Make sure they can support you when you need it.
What if I need help?
Our brokerage will help you open your account and narrow down your investment choices. We can even make the buy and sell decisions for you.
The levels of support we offer our brokerage clients include:
- Portfolio allocation guidance
- Investment recommendations
- Personal assistance from a licensed consultant
- Full-service, professional portfolio management