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 Purchase Plans *
  • Profit Sharing Plans *

Insurance

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

* These services are offered by Joseh Hancock, John Sweeden and Mark Ellison through their affiliation with HD Vest.