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In addition to our precious metals brokerage services, I am able to assist our clients with the buying and selling of stocks, bonds and mutual funds and the establishment of retirement plans and educational savings accounts through Waterstone Financial Group of Itasca, IL. The following is a partial list of investment areas where we may be of assistance to you.
Stocks / ETFs/ Mutual Funds1
- Listed and Over-The-Counter Stocks
- ADRs (American Depository Receipts)
- Gold, Silver & Platinum Mining Stocks
- Exchange Traded Funds
- Over 8,000 mutual funds available
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Retirement Planning / ESA / 529 Plans
- IRAs (Individual Retirement Accounts)
- Small Business Plans (Simple & SEP IRAs)
- 401(k) rollover and consolidation
- 401(k) Plan Establishment
- Educational Savings Accounts
- College Savings Plans (529 Plans)2
- Precious Metals IRAs
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Gold, Silver, Platinum and Palladium
- Legal Tender Bullion Coins
- Bars, Ingots and Rounds
- Numismatic Gold and Silver Coins
- U.S 90% Silver Coinage
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Bond & Fixed Income Securities
- U.S. Government Treasury Bonds
- Corporate Bonds
- Tax Free Municipal Bonds
- Zero-Coupon Bonds
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1 Investors should carefully consider the investment objectives, risks, charges and expenses of mutual funds. This and other important information is contained in the prospectus, which can be obtained from your investment professional and should be read carefully before investing or sending money. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity.
2 If your state or your designated beneficiary's state offers a 529 plan, you may want to consider what, if any, potential state income tax or other benefits it offers before investing. Please contact your financial consultant to obtain a Plan Disclosure Document or prospectus for any of the underlying funds. The Plan Disclosure Document contains complete details on investment objectives, risks, fees, charges and expenses, as well as more information about municipal fund securities and the underlying investment companies that should be considered before investing. Please read the Plan Disclosure Document carefully prior to investing.
Registered Representative with / and securities offered through:
WATERSTONE FINANCIAL GROUP, MEMBER NASD, SIPC,
500 Park Boulevard, Suite 800, Itaca, IL 60143, (630) 250-7000
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