Products and Services

At GCSB Investment Center, we offer a variety of investment products and services to meet your short-term and long-term financial goals. Having a diversified mix of investments helps create a range of income sustaining options, growth opportunities, or both, within your portfolio. Some of our products and services include:

  • Holistic Financial Plans
  • Fee-Only Asset Management
  • Group Retirement Plan Administration (SEP, SIMPLE, 401(k) and more)
  • State & Public Employees Retirement Plans (403(b), 457/401(a))
  • Retirement Savings & Planning
  • Retirement Income Planning
  • Social Security Analysis
  • Stocks
  • Mutual Funds
  • Exchange Traded Funds (ETF’s)
  • Unit Investment Trusts (UIT’s)
  • Corporate Bonds
  • Tax-Free Municipal Bonds
  • Certificates of Deposit (CD)
  • Additional Fixed Income Securities
  • College Savings Plans
  • Annuities
    • ​Fixed
    • Fixed Indexed
    • Variable
  • Alternative Investments
    • ​​Real Estate
    • Oil & Gas
    • Business Development Corps
    • Equipment Leasing
  • 1031 Property Exchanges
  • Life Insurance
  • Long-Term Care Insurance
  • Medicare Supplement Insurance
  • Health Insurance
  • Group Health/Vision/Dental