Let's make sure your retirement money is invested in what historically has been a safe and stable Investment.
Historically AAA and AA credit rated (the only bonds we purchase) municipal and corporate bonds have been a low-risk investment.
Our objective is to provide the maximum level of safety for our client's assets in all market environments while producing income.
We invest only in the top two highest-rated municipalities (AAA and AA) throughout the United States.
Our Premium Bond accounts did not participated in the large market declines over the past two decades, but have slowly built wealth using this conservative approach.
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105 S Riverside Drive, Suite 200
Indialantic, FL. 32903