SERVING VETERINARIANS FOR DECADES

Insurance brokerage services; consultation in the field of employee benefits plans concerning insurance and finance; retirement services, namely, fiduciary representation, financial planning for retirement, providing information and advice in the field of financial planning for retirement for the transition from work to retirement, and providing information compiled from industry surveys regarding financial planning for retirement; financial services, namely, investment consultation; broker dealer services, namely, mutual fund brokerage and distribution, municipal securities brokerage and brokerage in the field of variable life insurance and annuities