SERVICES:

 · Investment Analysis & Management
 · Retirement Planning
 · College Funding
 · Tax Planning & Preparation*
 · Employee Stock Option Planning
 · Estate Planning*

 · Employer Sponsored Retirement Plans  (401(k), 401(a), 403(b), 457, SIMPLE)

 · Small Business Planning (employee benefits, business continuation, buy-sell)

   PRODUCTS:

 · Mutual Funds
 · Individual stocks and bonds
 · Unit Investment Trusts
 · Closed End Funds
 · Royalty Trusts
 · Exchange Traded Funds
 · Certificates of Deposit
 · Market Linked Certificates of Deposit
 · Variable and Fixed Annuities
 · Revertibles

 · Term, Universal and Variable Life insurance

 · Disability Insurance
 · Long Term Care
 · Individual & Group Health Insurance
 · Traditional IRA

 · Roth IRA

 · Conversion Roth IRA

 · Simple IRA

 · SEP,401(k)

 · Individual 401(k)

 · Profit Sharing Plans

 · Pension Plans

 · 403b Plans

 · 457 Plans

 · Traditional and Roth 401(k) Plans 

* Pinnacor Financial and Cambridge Investment Research do not provide tax and legal advice.  These services are coordinated with the appropriate tax and legal professionals.

Click here to contact us for a complimentary appointment.