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Our Products and Services

At Lee, Dougherty & Ferrara Investment Management, we provide assistance in the following areas:


Investment Services

  • Bonds

  • Check Writing

  • Common Stock

  • Debit Card

  • Educational IRA

  • Mutual Funds

  • Fee-based accounts

  • Brokerage Accounts

  • Traditional IRA

  • Roth IRA

  • SEP IRA

  • Simple IRA

  • Treasury Bills

  • Government Securities

  • Treasury Notes

  • Variable Annuities

  • Alternative Investments

             

Financial Planning Services

  • Retirement Plans

  • Tax Plans

  • 401 (k) Planning

  • 403 (b) Planning

  • College Plans

  • Estate Plans

  • Money Management

  • Money Purchasing Plans

  • Profit Sharing Plans

Insurance

  • Disability Income

  • Life Insurance

  • Long Term Care