Our Services
The investment advisory process at Brannen & Lyle Investment Company begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals and a plan for helping you reach those goals.
- Individual Retirement Plans (IRA's, Roth IRA's)
- College Funding Plans (529 Plans)
- Cash Management Plans (Interest Checking)
Our core services include: Insurance & Investments
Traditional Investments (*Securities offered through Cetera Advisors LLC)
- Certificates of Deposit (FDIC Insured)
- Full Service Brokerage Accounts*
- Common Stocks*
- Government Securities*
- Municipal and Corporate Bonds*
- Mutual Funds*
- On-line Account Statements
Fee Based Investments (offered through Charles Schwab & Company, Inc.)
- Personalized Investment Portfolio Management
- Access to Institutional and Professional Money Managers
- Quarterly Performance Monitoring & Reporting
- On-line Account Statements
Insurance
- Life Insurance
- Long Term Care Insurance
- Disability Income Insurance
- Health Insurance
- Annuities*
For Businesses we offer:
- SEP Plans
- Simple IRA Plans
- 401(k) Plans
- Pension & Profit Sharing Plans
- Employee Continuation Plans
- Executive Incentive Programs