Investments

Whether you are concerned about retirement, income, college savings, or other investment needs, we are here to help you plan for a confident future. Available through our partner, Station Capital, our Investment Services team will:

  • Listen to your concerns and goals
  • Provide an in-depth review of your current financial situation
  • Determine a strategy that fits your needs and risk tolerance
  • Implement a customized, comprehensive personal financial management plan
  • Monitor your plan and make adjustments when necessary

 

Investment Management

  • Mutual Funds
  • 401(k) Plans
  • Education Planning
  • Stocks and Bond
  • Exchange Traded Funds

 

Wealth Management

  • Financial and Estate Planning
  • Estate Settlement
  • Portfolio Strategy Management

 

Get started:

Schedule an in store appointment. Call us: 724.229.3311. Email us: kmarx@stationcapital.com