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SERVICES OF STREETTALK ADVISORS
Preservation of principal, generation of income
and capital appreciation through asset allocation and cost efficiency
are foremost among our objectives for our clients. But our aspirations
do not stop there. We believe that our clients deserve even more, including – but
certainly not limited to – a knowledgeable and strategic approach
to investing, experienced associates to provide quality customer service
and care and an Advisor who knows you and your goals and works with
you individually to achieve them.
In short, we provide a wide variety of services
to meet the needs of all our clients, both individually and collectively,
from the most sophisticated investor to the saver and “nest egg” builder.
Integral to our program is the collection
of an extensive knowledge base, historical research and hands on
approach to investing. We, the Streettalk Advisors, are people with
high integrity and ethics who are driven to excel for you - our client.
We accept congratulations on success and full responsibility on failure – and
for the Streettalk Advisors, failure is not an option.
Our business is YOU, our client, and your
financial well-being, and our objective is to serve you effectively,
efficiently and distinctively – whatever
your investment and financial planning needs – we are here to
serve you.
Here is a listing of just some of the products
and services we provide. But just because it may not be listed
doesn’t
mean that Streettalk Advisors can not provide it. All you have
to do is ask.
| Areas of Expertise |
Types of Accounts |
Customer Services |
- Risk Control
- Conservation of Investment
Principal
- Income Generation
- Retirement Planning
- Investment Management
- Financial Planning
- Estate Planning
- Insurance Planning
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- Investment Accounts
- Cash Management
- Traditional & Roth IRA’s
- SEP and Simple IRA’s
- Retirement Plans
- Corporate Accounts
- Partnership Accounts
- Managed Accounts
- 529 Plans
- College Savings Plans
- Trust Accounts
- Discretionary Accounts
- Online Account Acces
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- Initial Portfolio Review
- Client Education
- Communication
- Needs Evaluation
- Product Matching
- Portfolio Management
- Fixed Income Management
- Custom Designed Portfolios
- Mutual Fund Selection
- Income Management
- Retirement Planning
- Insurance Planning
- Estate Planning
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| Client Communication |
Products |
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- Research Reports
- Weekly Newsletters
- Quarterly Strategy Updates
- Special Situation Alerts
- Real Time Contact
- Seminars and Workshops
- Meetings at Client Request
- Monthly Statements & Transaction
Confirmations
- Year End Reporting
- Annual Reviews
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- Educational Material
- Equities
- Fixed Income
- Mutual Funds
- Money Markets
- Money Managers
- Annuities
- Insurance Products
- Certificates of Deposit
- Estate Planning Products
- Financial Planning Products
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