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As
my financial advisor, Jonathan Stearns
has handled my personal investments as
well as the retirement plan for my
business for several years now. I rely
on his expert advice and sound judgment.
His approach is to assess your financial
objectives and find excellent, high
quality choices for your portfolio. He
then periodically reviews and
systematically monitors your
investments.
I
am confident when I refer Jonathan to my
clients and friends. He does a truly
outstanding and professional job. |
|
Donald Tripp
President
Dudley & Borland
Insurance Agency |
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Through our
affiliation with LPL Financial, we
provide a wide-range of diversified
financial products. Together, we offer
you the objectivity of working with an
independent financial consultant
combined with the stability and strength
to access the world's financial markets
and a wealth of investment resources.
Below is a detailed list of financial
product offerings through Stearns Wealth
Management LLC and LPL Financial.
Request Information
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Stock |
Bonds |
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NYSE-listed
stocks |
CMOs |
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NASDAQ
over-the counter |
Convertible |
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All other
major exchanges |
Corporate |
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Foreign
stocks |
Municipal |
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Initial
public offerings |
Zero coupon |
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Margin
accounts |
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Employee stock-option plans |
Government
Securities |
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Ginnie Maes |
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Treasury
bills |
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Treasury
bonds |
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Treasury
notes |
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Cash Management |
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Daily sweep
accounts |
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Money markets |
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Insured CDs |
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Online
account access |
Options |
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All major
exchanges |
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Retirement
Accounts |
Insurance |
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IRAs |
Fixed
annuities |
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SEP/IRAs |
Variable
annuities |
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Roth IRAs |
Term life |
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Education
IRAs |
Variable life |
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Simple IRAs |
Universal
life |
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Defined
contribution |
Whole life |
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Money-purchase pension plan |
Disability |
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Profit-sharing plan |
Long-term
care |
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403(b) |
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401(k) |
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Mutual Funds |
Alternative
Investments |
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Open-end
funds |
REITs |
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Closed-end
funds |
Equipment
leasing |
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Networking |
Managed
futures |
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Dividend
reinvestment |
Equity-linked
notes |
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Oil & Gas
Programs |
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Hedge Funds |
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Asset
Management |
Education
Planning |
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Independent
manager search |
Education and
529 plans |
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Performance
monitoring and reporting |
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Advisory
Accounts |
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Asset
allocation |
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Outside
managed accounts |
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We Also Provide These Following
Services. |
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Asset Management
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Risk Management |
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Estate Planning |
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Financial Planning |
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Education Planning |
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