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Investment Markets are dynamic and Myles is there to safely guild you.

With a complete understanding of your investment objectives and risk tolerances, we can handle the most complex transaction. Allowing you to feel secure in your investment decisions.

We offer a full range of investment products:
Mutual Funds: Growth, income, specialty products and money market funds

Brokerage Accounts: Individual stocks and fixed income bonds.

Annuities: NYSUT endorsed Aetna, Single Premium deferred Immediate Annuities.

Municipal Bonds: Full range of municipal bond funds.

 

 
Mutual Funds, Annuities, Brokerage Services


Family Wealth & Estate Planning