Investment Accounts

Investment Accounts

Non-Qualified Accounts:

  • Individual/Joint Brokerage accounts
  • Trust accounts
  • Educational 529 plans

Qualified Retirement Accounts:

  • Rollover Accounts
  • IRA, ROTH, SEP and SIMPLE retirement plans
  • 401(k), Profit Sharing and Defined Benefit plans.

Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: California, Colorado, Georgia, Maine, Minnesota and New York. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Paolucci Financial Services are not affiliated.

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