Western Equity Group


 

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Products and Services

Regardless of your financial goals, Western Equity Group's representatives have the skills, tools and investment products to help you achieve them. Western Equity Group does not carry or represent any proprietary or "favored" products. After listening to your investment objectives, your tolerance for risk, your needs for liquidity, and your investing time horizons, both you and your representative will be able to choose a customized investing strategy from the following products and services.

• Exchange Listed and NASDAQ Stocks
• Exchange Traded Funds
• Government & Corporate Bonds
• Tax-Free Bonds
• Certificates of Deposits
• Money Market accounts
• Load and No-Load Mutual Funds
• College 529 Plans
• Real Estate Investment Trusts (REITs)
• Unit Investment Trusts (UITs)
• Fixed & Variable Annuities
• Section 1031 Exchanges
• Equipment Leasing Programs

Western Equity Group provides a full spectrum of account services, which include the following:

• Individually Managed Accounts
• Retirement Accounts
• Cash Management Accounts
• Check Writing, Debit Cards and Insured CD's
• College Funding Accounts
• Risk Management Programs
• Wrap Fee Accounts
• Asset Allocation Programs
• Insurance Planning Strategies
• Estate Planning Services