Financial Services Designed to Meet Your Needs

Investments

Stocks: Brokerage services are available to our clients along with advice on their investment choices.

Bonds: A bond is traditionally a conservative investment, compared to stocks. There are an array of corporate and tax-free bonds.

Mutual Funds: A mutual fund is an investment vehicle that affords the average investor the opportunity to purchase a variety of securities in a professionally managed, diversified portfolio. There are literally thousands of mutual funds to choose from, ranging from very conservative to very aggressive, taxable and non-taxable.

Annuities: An annuity is an investment product made available by insurance companies. There are many advantages of annuities connected to their ability to grow on a tax-deferred basis. There are several types of annuities, fixed, immediate and variable, to fit your financial objective.

Financial Planning: For higher net worth individuals a comprehensive financial plan is essential to meeting financial goals and objectives. Our Certified Financial PlannerTM prepares a customized formal plan that covers the areas of personal net worth, cash flow analysis, investment planning, college planning, insurance planning and retirement and estate planning.

For more information on these investments, please contact a financial consultant at Glens Falls National Investment Services.