MY PROMISE TO YOU

My mission is to combine in-depth investment product knowledge with the highest quality service to help my clients build wealth in a manner consistent with their goals. I will always act in my client's best interests and will at all times observe the highest professional ethics and standards.

FREE INITIAL CONSULTATION

I would like to offer you a no-obligation "get-to-know-you" session where we can discuss your investment issues and determine if the chemistry is right between us. To set up a meeting, call (561) 299-3959 or click here

PRODUCTS AND SERVICES

529 College Planning Accounts

Bonds: Corporate, Gov't, Municipal

Cash Management Accounts

Certificates of Deposit

Equity Research

Estate/Wealth Preservation Planning

Exchange Funds

Financial Planning

Individual Stock Investing

IRA Accounts

Managed Mutual Fund Accounts

Mutual Fund Research

Online Services

Option Strategies

Portfolio Reviews

Preferred Stocks

Professional Money Management

Retirement Plan Services

Trust Services

Variable Annuities

 
 
 

The Alin Financial Group is an independent firm with securities offered through Summit Brokerage Services, Inc., Member FINRA, SIPC. Advisory services offered through Summit Financial Group Inc., a Registered Investment Advisor. The Representative associated with this page is registered to conduct business in the following states; CA, CT, FL, GA, MD, NJ, NY, SC, AND WV.