Creating & Preserving Wealth for Generations
Bond & CD Offerings
Tax-Free Municipal Bonds
Investments in New York State, its Towns, Villages, School Districts and Agencies, that provide interest income EXEMPT from Federal and New York State Income Tax (additional investments available for other States).
Bond offerings are subject to availability and/or change in price.
Please consult your Financial Advisor regarding individual bond specifics.
Some bonds' income may be subject to state, local or federal alternative minimum tax.
Be sure to ask your advisor about our inventory on a regular basis as supply is low and demand is high.
CD's
CD offerings are subject to availability and/or change in price.
Please consult your Financial Advisor regarding individual CD specifics.
Some CD's may be subject to early withdrawal penalties
Be sure to ask your advisor about our inventory on a regular basis as supply is low and demand is high.
Corporate Bonds
Corporate Bond offerings are subject to availability and/or change in price.
Please consult your Financial Advisor regarding individual bond specifics.
Be sure to ask your advisor about our inventory on a regular basis as supply is low and demand is high.
