| Products: | Bonds, Iras, Mutual Funds, Real Estate, Stocks, Equities, Fixed Income Securities, Individual Retirement Account | 
| Services: | Asset Management, Brokerage Services, Consultations, Individual Services, Investment Planning, Long Term Planning, Online Services, Personal Planning, Research, Asset Protection, E-Services, Internet Services, Personal Services, Portfolio Planning | 
| Credit Rating: | Good | 
| Sales Volume: | 500K - 1M | 
| Employee Size Range: | 5-9 | 
| Franchise/Chain: | Standalone | 
| Number of PC's: | 2-9 | 
| Fortune 500: | No |