What We Do

Investment Management

Our investment management process will help you select investments that will help you accomplish your investment goals. There are a number of investment products that can help you meet these goals:

  • Bonds
  • IRA’s
  • Mutual Funds
  • Stocks
  • Insurance


Office: 859-341-8184
2110 Chamber Center Drive
Ft Mitchell, KY 41017

Securities and Advisory Services offered through Cetera Advisors LLC, Member FINRA/SIPC. Cetera is under separate ownership from any other entity. We are registered to sell securities in the following states: CA, FL, GA, IL, IN, KY, MI, MO, MT, OH, PA, SC, TN, VA

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