Financial Services for Every Situation

Whether you have $10,000 or $10,000,000 to invest, we'll help you manage it effectively.

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Investment Management

You’re not on your own. We’ll help you achieve the lifestyle you’re saving for. We manage all account types:

  • Individual
  • Joint
  • Custodial
  • Trust
  • Educational
  • IRA (Traditional and Roth)
  • SEP
  • SIMPLE
  • 401(k)
  • 403(b)

Employer Plan Implementation

Give everyone on your team the tools they need to save for their future. We’ll help you set up your team’s plans, including:

  • 401(k)
  • SEP
  • SIMPLE
  • 403(b)
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Alternative Investments

Alternative Investments

We’re not your typical investment advisory, and we don’t usually take on typical investors. We can help you navigate alternative investment types, including:

  • Oil and Gas Partnerships
  • REITs (Real Estate Investment Trusts)
  • Direct Participation Programs
  • 1031 Exchanges
  • Preferred Stock Offerings
  • Interval and ‘40 Act Funds
  • Private Equity

Financial Services for Every Season

We’re here to guide you through every aspect of financial planning from your children’s first accounts all the way to estate planning.

  • Brokerage and Advisory Services
  • Professionally Managed Accounts
  • Financial Planning
  • IRA Rollovers
  • Annuities
  • Life Insurance
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Start the Conversation

The best way to know if you can trust us is to talk to us. We believe in meeting face-to-face so we can get to know each other well enough to work together.

Contact Us

​Securities offered through IBN Financial Services, Inc.

Member FINRA & SIPC | 404 Old Liverpool Rd., Liverpool, New York, 13088

www.ibrokernet.com | Firm Background is available on: https://brokercheck.finra.org/ | 315.652.4426