Personal Investments

Whether you’re new to investing or you’ve been in the market for years, personal investments can seem daunting. There are a lot of choices out there—and many of them seem to be written in a foreign language. At Access Financial Group we present and discuss your investment options and guide you to the choices that best match your objectives. If, in time your objectives change, we’ll review your options together.

Whatever your situation — just out of college, planning a family, or nearing retirement — there is an investment plan to help you reach your goals. At Access Financial Group we offer a wide variety of personal investment accounts, including:

• IRA, Roth IRA, Rollover IRA
• Individual Accounts
• Joint Accounts
• Trust Accounts
• Custodial Accounts
• And others

 

Brokerage

Access Financial Group, a fully registered broker-dealer, can help you access almost everything in the world of investing. We are licensed to buy and sell the following financial instruments on behalf of our clients:

• Mutual Funds
• Stocks & Options
• Bonds
• Treasury Bills
• Money Market Funds
• And others

 

Life Planning

For some of our clients, investments are not the whole of their financial life, but merely part of a larger picture.  With Access Financial Group, you will work with a Certified Financial Planner™, who looks at the big picture, including examining your income and expenses, assets and debt, insurance, investments and retirement goals.