| Products: | Bonds, Stocks, Equities, Fixed Income Securities |
| Services: | Brokerage Services, Consultations, Advice, Counseling, Inheritance Planning |
| Specialties: | Estate Planning |
| Credit Rating: | Very Good |
| Sales Volume: | 1M - 2M |
| Employee Size Range: | 10-19 |
| Franchise/Chain: | Standalone |
| Number of PC's: | 2-9 |
| Square Footage: | 2500-9999 |
| Fortune 500: | No |