Trust, Integrity, Service

Here is a summary of our services:

 

Investments Offered*

  • Mutual Funds (No Load)
  • Stocks
  • Bonds
  • Unit Investment Trusts
  • Municipal Bonds, CD`s
  • Annuities

    Investment Strategies

  • Retirement Plans/Retirement Distributions (Keoghs, IRAs, 401(k) and  403(b) plans)
  • Estate Planning
  • Charitable Giving
  • Pension Rollovers
  • Settlement Options/Distribution

    Personal Financial Analysis Programs

  • Cash Flow Analysis (Budget)
  • Income Tax Analysis
  • Income Tax Preparation
  • Retirement Income Projections

    Life and Health Insurance Products

  • Life Insurance Products (No Load/Low Load)
  • Long-Term Care Insurance
  • Disability Insurance Products

       

      *Investments are offered through Charles Schwab & Co., Inc., Institutional Service Group, Orlando, Florida.



      • 640 STATE ROUTE 48  
      FULTON, NY 13069
      Tel: 315-593-6795  Fax: 315-598-1044
      E-mail: Lee@Allbright-Inc.com