Services for individuals include the management of assets accumulated for retirement; in the investment of roll-overs from retirement plans, and in appropriate asset allocation and management of inheritances.

 

Our Tools

 

Investment Securities

 

  • Domestic and International Mutual Funds
  • U. S. Treasury Securities
  • Municipal and Corporate Bonds
  • All U. S. Listed Stocks

 

Our Services

 

  • Wealth Management
  • Retirement Income Planning
  • Qualified Plans
  • 401k plans
  • Individual Retirement Accounts (IRAs)
  • Roth IRAs
  • Simplified Employee Pensions (SEPs)
  • 529 College Savings Plans
  • Bond Portfolio Laddering

 

Check the background of American Investors Company or Gregory Albin on FINRA’s BrokerCheck.