Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them, due to our many years of financial planning and investment experience.

 

Our services and products include *:

- Personal, customized financial planning 

- Small business financial and compensation/retirement planning

- Mutual funds 

- Annuities - fixed, indexed, variable, immediate & deferred 

- Real estate, oil & gas programs 

- Pension and profit sharing plan and design

- Life insurance planning

- College savings plans

- Medicare supplements

- Long term care

- Charitable giving

- Disability income

 

Please call us if you have any questions about Anchor Financial or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.