Broker Check

Products & Services

INVESTMENTS*

  • Bonds
  • Check Writing
  • Common Stock
  • Debit Card
  • Educational IRA
  • Brokerage Accounts
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Traditional IRA
  • 529 Plans
  • Annuities
  • Mutual Funds

INSURANCE

  • Disability Income
  • Life Insurance
  • Long Term Care
  • Health Savings Accounts

FINANCIAL SERVICES

    • College Plans *
    • Estate Plans
    • Money Management *
    • Money Purchasing Plans *
    • Profit Sharing Plans*
    • Budgeting & Debt Reduction
    • Retirement Plans*
    • Tax Plans
    • 401 (k) Planning*
    • 403 (b) Planning*
    • IRA Rollovers*

    TAX PLANNING

    • Relocation Tax Issues
    • State Tax Return Preparation
    • Representation Before the IRS
    • Tax Return Preparation
    • Individual Tax Preparation and Planning
    • Business Start Up, Counsel and Corporate Taxes
    • IRS and State Tax Audits
    • Income, Gift and Estate Tax Returns

    *These services offered by Carl Frederick Orton through his affiliation with HD Vest