Financial Planning Solutions

We offer brokerage services in a full range of investment and other financial services.

Investments

Investment objectives are bound to change in different stage of our lives and Investigroup is there to help our clients every step of the way, from capital investment for the young investor to gaining income for our aging clients.

A successful strategy for our clients is diversification of their portfolio which reduces their risk and enhances a winning portfolio. We, at Investigroup understand that this strategy is plain simple and introduce this to our clients.

The different investment vehicles available to our clients include Common Stock, Convertible Security, Collectibles, Closed-End Investment Fund, Annuity, American Depository Receipt ( ADR ), Corporate Bond, Futures Contract, Life Insurance, The Money Market, Mortgage-Backed Securities, Municipal Bonds, Mutual Funds, Options ( Stocks ), Preferred Stock, Real Estate & Property, Real Estate Investment Trusts ( REITs ), Treasuries, Unit Investment Trusts (UITs), Zero-Coupon Securities, etc.

Life Insurance

We offer full line insurance products including Term Life, Whole Life, Universal Life, Variable Universal Life and Survivorship Life Insurances.

Other Financial Services

Our other financial services include Retirement Planning, Estate Planning, Education Savings, and Disability Insurance, Business Overhead Insurance, Long term Care, Medicare Part D and Critical Illness Insurance solutions.