JD Powers offer a multitude of products and services to ensure that we cover every aspect of your personal financial plan:
- IRAs, Buisness Retirement Plans(401k's, Profit Sharing, Simples)
- Annuities
- Certificate of deposit(s)
- Pension rollovers
- Brokerage accounts
- Full service stock and bond trading
- Government and municipal bonds
- 529 plans
- Insurance – long term, life, and health
We are able to provide all of these services and products with high quality and efficiency through three benefits that most other investment firms do not offer:
- Charter Retirement Plan Specialist in-house
- Personal Finance Planning approach
- Dynamic allocation technology from EdgeTech Analytics
Our Technologies