Retail Brokerage
Products & Services
With little fanfare and much hard work, we've built a solid foundation in the securities and investment industry.
Stocks and Bonds: Finance 500 provides access to all the major financial exchanges through its relationship with well-known clearing firms. From blue chip stocks to micro cap warrants, from CD's and government agencies to municipals and high-yield bonds, from puts and calls to spreads and straddles, we can handle and broker nearly all types of investment vehicles and transactions for you, your business enterprises, and your referrals.
Fixed and Variable Annuities: The new generation of annuities offers a combination of enhanced features which, in tandem with their tax-deferred status, makes them attractive vehicles for the right investors. Performance guarantees, increasing death-benefits, a large universe of investment choices -- all these new options allow you to structure a tax-deferred vehicle that meets your criteria for growth and relative safety.
Open and Closed-End Mutual Funds: As the ultimate "diversification tool", mutual funds are an unparalleled choice, and Finance 500 has access to nearly all of the approximately 10,000 different funds available today. Sector funds, International Funds, Index Funds, Government and Muni Bond Funds, Fund-of-Funds -- these are just a few of the many types and categories of mutual funds that we support and offer our clientele. Whether you're in a "growth" mode or have a conservative "fixed-income" bent, we'll find the right funds to match your present lifestyle.
Special Products: In addition to the products listed above, our Retail Brokerage Unit can assist clients with a diversified list of unique products and services, including: College Savings Plans; Retirement Plans; On-Line Trading Accounts; REITS; Private Placements; and High-Yield Notes. If you have a special requirement or need a customized investment solution, Finance 500 can craft one for you in a timely and efficient manner. Just call or email us, and make your request.

