Our Services

INVESTMENT OFFERINGS FOR MOST EVERY GOAL MUTUAL FUNDS. A diverse and comprehensive list of more than 100 mutual fund families, including a select list of recommended funds from a vast array of categories, aggressive to conservative. FIXED INCOME SECURITIES. A full-service Bond Department, transacting over $4billion in fixed income securities each year, offers competetive prices in tax-free municipal, corporate, zero-coupon, mortgage-backed, CMO and U.S. Treasury bonds. STOCKS. Complete access to listed and NASDAQ securities, margin accounts and market or stock options. Pershing's strategically-zoned network of floor brokers on each of the major exchanges, combined with professional block trading desks, assures excellent executions. INSURANCE PRODUCTS. Over 50 insurance and annuity companies featuring a "focus list" of the most highly recommended carriers and policies, including universal and whole life, term life, disability income, long-term care, variable, first and second to die policies, as well as fixed, variable and immediate annuities. MANAGED ACCOUNTS. Asset allocation opportunities and fee-based accounts, with access to strong money managers. Also a Cash Management account for your brokerage, check writing, and Master Card - all in one. REAL ESTATE. Real Estate Investment Trusts and Mutual Funds are the most popular real estate investment vehicles. They use the pooled capital of investors to buy income-producing real estate and then pass their earnings to investors, generating cash flow for investors.