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4540 Kearny Villa Road,
- Mutual Funds
- Customized Managed Portfolios
- IRAs, ROTH IRAs, SEPs and other Retirement Accounts
Listed stock trading as well as margin capabilities. Clients may execute margin transactions in a non-Pershing account, subject to any house regulations. In managed accounts margin trading can only be done for incidental charges.
Government bonds, corporate bonds, preferred stocks, certificate of deposits & other income securities
- Real Estate Investment Trust
- Insurance & Annuities
A long list of insurance and annuity companies and products, including term life, whole life, universal life, variable life, fixed-rate annuities, variable annuities and long-term care policies.
Please be sure to read about "Our Firm" for a list of our account services and financial planning services.
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. Past performance is no guarantee of future results. Please note that individual situations can vary.
- Independent Advice
- Experience and Stability
- Proactive, Responsive, Supportive
- Relationship-Based Service
- Access to Research
- Ease, Convenience, Choices
- State-of-the-Art-Technology to Help Manage Your Wealth
- Focus on Retirement Planning
** Whether you’re preparing to plan for your retirement or need to invest funds accumulated within an existing retirement plan, once you experience the trust, integrity, honesty, professionalism and convenience of working with a financial professional affiliated with Advent Financial Services, we believe that you’ll feel comfort in the knowledge that your financial future is being planned for.