Broker Check

Products & Services

We provide assistance in the following areas:

*Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

  Financial Services

  • *Retirement Plans
  •   Tax Plans
  • *401(k) Planning
  • *403(b) Planning
  • *College Plans
  •   Estate Plans
  • *Money Purchasing Plans
  • *Profit Sharing Plans

*These services are offered by Galo Medina through his affiliation with HD Vest



Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance