Services

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What are your financial needs now?

What is your vision for our future?

These are two of the most important questions we can ask you.  By determining what is important to you today and addressing what you will need down the road, we can assist you in making prudent and informed decisions about your financial growth and security. 

Investments

The key to achieving financial independence is systematically setting aside money you can't touch.

SECURITIES-BASED PORTFOLIO MANAGEMENT

  • Mutual Funds

  • ETFs

  • Advisory Accounts

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Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Bulmer Financial Group and Securities America are separate entities.