I can assist you in buying any types of stocks, bonds, mutual funds, options or other investment products you may need through my broker dealer TradePMR.

What We Do
  • Finacial Resources

Frequently Asked Questions

What type of clients do you serve?

This is a list of the type of clients we serve:

  • individuals
  • high net worth individuals
  • trusts
  • estates
  • corporate pension and profit sharing plans
  • charitable organizations
  • foundations
  • endowments
  • corporations
  • small businesses
  • churches

Do you require a minimum opening balance?

No, we do not require a minimum account opening balance from our clients.

Do I have to come to your office for an appointment or will you meet me in my home?

We meet with all of our clients personally. We can set up an appointmet for you to come to my office or we can meet you in your home.

In Partnership With

Charles Schwab Money Guide Pro Asset Dedication

Your assets will be maintained by an unaffiliated, qualified custodian, such as a bank, broker/dealer, mutual fund companies or transfer agent. Your assets are not held by our advisory firm or any associate of our firm.

Greg Gustin

Greg GustinPresident, MBA, RICP®