Gary and Celenea offer a wide range of financial solutions and services to meet your investment needs. Their open architecture approach starts with clear and easy to understand financial education so you understand why certain investments are being selected for you. This education piece is a differentiator for Gary and Celenea because they believe education is the foundation to a long and healthy client/advisor relationship.
Those investment vehicles, offered through LPLFinancial, include but are not limited to:
- CD's
- Mutual Funds
- Fixed Annuities
- Variable Annuities
- Stocks
- Bonds
- Money Market Instruments
- Retirement Accounts
- Non-Qualified Investments
- Professional Investment Management Solutions
- Income Generation Solutions
- College Savings Plans
“We will work with you to assess your investment objectives, time horizon and tolerance for risk. Next, working together, we will set attainable goals, and develop and maintain a comprehensive investment program designed to help you reach your goals.”
