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Financial Services

Financial Services Information

We are a full service investment broker providing Stock, Bond, Mutual Fund and Options Trading thru our Broker Dealer L & M Financial, a member of FINRA/SIPC.  All trades are executed thru RBC Correspondent Services.

Our firm specializes in assisting individuals and business entities with investment selection and assistance including IRA, Roth IRA, 401-K, Keogh, Pension and Profit Sharing plans.

Please contact us direct to discuss your personal or business financial planning needs.