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Brokerage Services

 

As an investment advisor representative of H. Beck, Inc., Michael J. Lucia, CFP®, ChFC®, CLU® offers clients access to a full suite of traditional brokerage services.

Brokerage Investments

Brokerage Account Types

Partial listing of common brokerage investments. Partial listing of common brokerage account types.
  • Money Market Accounts
  • CDs
  • Bonds
  • Stocks
  • Mutual Funds
  • Exchange Traded Funds

 

  • IRAs
  • Roth IRAs
  • Individual Accounts
  • Trust Accounts
  • Business Accounts
  • Education Accounts

 

There are risks involved with investing, including possible loss of principle. Investments will fluctuate and may be worth more or less than when originally purchased.

 

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BUSINESS OWNERS

At Michael Lucia & Associates we have an extensive track record serving the needs of high net worth investors.

HIGH NET WORTH INVESTORS

At Michael Lucia & Associates we have an extensive track record serving the needs of high net worth investors.