Products & Services

Investment Solutions

  • Cash Management Services

  • Certificates of Deposit (CD)

  • Equities

  • Exchange Traded Funds

  • Fixed Income:
    - Convertible Bonds
    - Corporate Bonds
    - Municipal Bonds
    - Treasury Bonds

  • Money Markets

  • Municipal Investment Trusts

  • Mutual Funds

  • Options

  • Retirement Accounts

  • Socially & Environmentally Responsible Investing

  • Unit Investment Trusts

Fee-Based Advisory Solutions

  • Individually Managed Accounts

  • Institutional Money Management Programs

  • Mutual Fund Wrap Programs

  • Socially & Environmentally Responsible Advisory Services

Insurance Planning

  • Annuities

  • Disability

  • Fixed/Term

  • Long Term Care

  • Variable Life

  • Whole Life


  • 401K Set-up and Advisory

  • 529 Plans

  • Keoghs

  • Individual Retirement Accounts (IRA):
    - Educational
    - Roll-over
    - Roth
    - Simplified Employee Pension (SEP)
    - Savings Incentive Match Plan for
    Employees of SmallEmployers (SIMPLE)
    - Traditional

Wealth Planning

Like everything else in life, good communication plays an essential part in creating a successful investment strategy. Personalized planning and the development of a sound financial plan can only be achieved with a clear and comprehensive view of the needs and expectations of the client.

By employing a disciplined process that combines access to almost unlimited products and services with meticulous service and advice, our Advisors are able to provide some of the most sophisticated and expert advice available anywhere in the marketplace today. Successful financial planning is simply too important for an off-the-shelf, "one size fits all" solution.

Because we live in an ever-changing world, external factors and life events can influence our investment needs. Over a life-time, individual priorities, concerns, and goals change. We recognize this evolving dynamic and view the financial planning process as lasting and ongoing.

Our Advisors are professionals who have helped serve the financial needs of generations of families, individuals, corporations, and institutions. We strive to make the client experience so rewarding that our relationships become lifelong engagements, helping clients through the various phases of their lives and ensuring their ultimate financial peace of mind.

Useful Forms

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Fulcrum Sec, LLC Member FINRA/SIPC