“Helping Make All of Your Financial Decisions Good Ones”

PRODUCTS & SERVICES

Whether you’re investing in stocks, bonds, unit investment trusts, annuities or mutual funds, or any of the other varied investment options, we have the knowledge to help you make solid investment decisions. We offer fee-based investment advisory accounts with no load and load waived funds with non-commissioned individual security transactions. Let experience dating since 1979 help make you financially sound!

It is my practice not to decline to work with anyone who needs help and seeks it sincerely.

~ Jim

INVESTMENTS

Stocks
Bonds
Mutual Funds
Annuities
IRAs
Unit Investment Trusts
Tax-Free Investments
ETF’s

INSURANCE

Life
Disability
Long Term Care

PLANNING SERVICES

Financial Planning
Retirement Planning
Estate Planning
Fee-Based Advisory Accounts
Education Funding
Mortgage Analysis
Employer Benefits Review

Our Statistics

Handles nearly

$170,000,000

In assets

Approximately

1,000

Active Clients

Navigated 5 Bear Markets &

Recessions

Almost

80 Years

Of Combined Financial Experience

Securities and Investment Advisory Services offered through Geneos Wealth Management Inc.
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