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Investments can play a key role in your financial strategy. For individuals, a mix of the right investments can help reduce the risk of one’s portfolio at the same time increase the probability of success. Through World Equity Group and our clearing firm Bank of New York/Pershing, the Wealth Advisory Group has access to extensive product and services to assist in reaching your goals and objectives. This includes but not limited to:

  • Listed and non-listed individual stocks
  • US Treasury and Agency Notes, Bills and Bonds
  • Corporate Debt Securities
  • Mutual Funds
  • Money Markets Funds
  • Exchange Traded Funds
  • Closed End Funds
  • Option Contracts
  • Alternative Investments
  • Private non registered investments
  • Variable Annuities
  • Fixed Annuities
  • Unit Investment Trusts

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We have a wealth of experience in the financial services industry.

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