Gary Collier & Associates, LLC
Our Advisory Services & Investments
Lombard Securities is a full-service, independent broker-dealer committed to helping our clients successfully achieve their financial goals. Our experienced financial advisors offer a wide range of advisory services and investments to individuals and business owners including:
Advisory Services:
Personal Finance: Illustrations & Modeling (Software by Advisys)
Portfolio Analysis and Investment Strategy Reviews
Social Security (NSSA certified) and Retirement Income Planning
Business Retirement Plans
Individual Retirement Accounts
529 College Saving Plans
Fee-Based Advisory Accounts (offered via Lombard Advisory)
Trust Services (offered via Independent Trust of America)
Investments:
Mutual Funds and Exchange-Traded Funds (research by Thomson Reuters and Standard & Poor's)
Stocks & REIT's (research by Dorsey Wright, Standard & Poor's, Morningstar and Dow Theory)
Municipal & Corporate Bonds
FDIC-insured Certificates of Deposits
Variable Annuities (offered via Lombard Agency)
Fixed Annuities & Life Insurance (offered via National Brokerage Associates)
Please call us if you have any questions about our firm or the range of financial products and services we provide.