MUTUAL FUNDS


Saving for a home, retirement or college? You want to invest wisely..

 

Make An Appointment

Mutual Funds

Saving for a home, retirement or college? You want to invest wisely, but where do you begin with so many options? Mutual Funds are an easy way to get started in investing. Put investment professionals on your side with Mutual Funds.

With mutual funds and investments you can:

  • Select from a range of conservative to aggressive mutual funds.
  • Choose from stocks, bonds or a mix of stocks and bonds.
  • Take advantage of investment professionals, who manage the mutual funds.
  • Access your assets when you need them.

CONTACT US TO SCHEDULE AN APPOINTMENT

  OUR SERVICES

LIFE INSURANCE
DISABILITY INCOME INSURANCE
LONG-TERM CARE INSURANCE
MEDICARE SUPPLEMENTAL INSURANCE
ANNUITIES
RETIREMENT ACCOUNTS
INVESTMENTS
BUSINESS INSURANCE
AUTOMOTIVE INSURANCE
HOME OWNERS/RENTERS INSURANCE

  OPENING HOURS

Mon. – Fri. 9am – 5pm
Sat. By Appointment
Sun. Closed

  239.839.7377

  OFFICE LOCATION