"YOUR NEIGHBORHOOD FINANCIAL SOURCE!"
The investment climate has never been more exciting or more challenging than it is today.
To take advantage of all available opportunities, investors need two things:
1) an understanding of which investment products are most appropriate for their situation
2) relationship with a trustworthy representative who has a clear understanding of their needs
By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, we maintain a constant commitment to putting service first. As a full-service financial consultant, we offer clients an assortment of quality, non-proprietary investment choices. If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact us by phone. We can help you make sense of today's investment climate.
Securities offered through United Planners Financial Services, Member: FINRA, SIPC.
Advisory services offered through CAPITAL DIMENSIONS. Capital Dimensions and United Planners are not affiliated.
The registered UP representative associated with this site may only discuss and/or transact
securities business with residents of the following states:
Florida, Georgia, North Carolina, California, Illinois, Maryland, Montana, Oregon, Arkansas, Tennessee, and Vermont.