Broker Check

Tom Maikowski - Addison, TX

 
Call us: (972) 267-7526

Products and Services

We provide assistance in the following areas:

Investments

  • Wealth Management Accounts
  • Bonds (Corporate, Government and Municipal)
  • Common Stock
  • Mutual Funds
  • Closed-end Funds
  • Exchange Traded Funds (ETF)
  • Unit Investment Trust (UIT)
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts (Qualified and Non-Qualified)
  • Variable Annuity/Life

Financial Planning

  • Retirement Plans
  • Tax Favored Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • 529 Plans - All States
  • College & Highschool Grad Investment Path
  • College Plans
  • Estate Plans
  • Money Purchase Plans
  • Profit Sharing Plans
  • Strategies for the Self-Employed

Insurance

  • Disability Income Insurance
  • Life Insurance
  • HSA Plans
  • Long-Term-Care Insurance
  • Health Insurance