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Brokerage Services:
Blase has teamed up with Summit Brokerage Services, Inc. to offer a full range of investments needs. His in-depth knowledge of the markets and personal insight into your financial needs makes him a prime candidate to invest your funds to best service your needs. So, if it’s IRA’s, annuities or just plain investing that has you baffled, Blase can give you the assistance that you need.
Mortgage Services:
One of the biggest concerns on the minds of our clients are mortgage loans, lines of credits and home equity loans. We realized some time ago that the need for procuring these products at a fair price is essential to supplying our clients with full service. We are pleased to announce our procurement of a Mortgage license and our alliance with Madison Funding, Inc. We now have the capabilities to obtain these products for you at over fifty lenders, therefore assuring you of the best price possible. Give us a call to check on your current status or just request a review during our tax season review to discuss any options that may be available to you.
Insurance Services:
The final piece to being a full service financial institution was put into place this summer when Blase received his insurance licensing. We now have the ability to place personal, business and life insurance with a variety of carriers. Please feel free to call and discuss this service with us.
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