Our Products

Equities

As a full-service investment brokerage, we offer access to every trading market: stocks (all exchanges), over-the-counter stocks, put and call options. Let us work with you to create the optimal portfolio for your needs and investment goals.

Fixed Income

Looking for the security of a fixed return on your investments? We offer a wide range of choices: municipals, corporate, treasuries, government agencies, certificates of deposit (CDs) and money market accounts.

Mutual Funds

With over 10,000 mutual funds out there, where do you start? We are here to bring research and tools to sort it all out for you, whether it's mutual funds or unit investment trusts (UITs).

Annuities and Insurance

You've accumulated wealth. Our job is helping you preserve it. We offer annuities (fixed and variable) and life insurance.

Retirement Planning and Fee-Based Accounts

They're called the 'golden years'. Let us develop a strategy to help you keep them that way. We offer 401(k)'s, IRAs, SEPs, personal money management  and financial planning. Don't want to pay commissions? Ask about our fee-based programs.

Banking(1)

Our affiliate, Umpqua Bank, Provides a spectrum of banking solutions: checking and savings accounts, personal and business loans, mortgage loans, certificates of deposit and money market accounts. Just ask and we will be happy to make the introduction.

(1)Umpqua Bank products are insured through the Federal Deposit Insurance Corporation. Member FDIC, Equal Housing Lender.