Broker Check

1101 Spring Forest Rd.
Suite 100
Raleigh, NC 27615

Jo G.Holloman, CPA

(919) 861-7670

 

Products & Services

We provide assistance in the following areas:

Investments

  • Beneficiary IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Mutual Funds
  • Additional services and products available
  • Government Securities
  • Treasury Notes
  • Annuities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Life Insurance
  • Long-Term-Care Insurance