At Coker & Palmer, Inc., we provide assistance in the following areas:
INVESTMENTS
- Equities
- Common Stocks
- Preferred Stocks
- Mutual Funds
- Variable Annuities
- Fixed Income
- Government Bills, Notes and Bonds
- Corporate Bonds
- CD’s
- Municipal Bonds
- Fixed Annuities
- Options
- Insurance
- Life Insurance
- Long Term Care Insurance
TYPES OF ACCOUNTS
- Individual cash and margin accounts
- Institutional DVP accounts
- Retirement Accounts
- Traditional IRA’s
- Roth IRA’s
- SEP IRA’s
- Educational IRA’s
- 401 (k) plans
- 403 (b) plans
- Money Purchase Pension plans
- Profit Sharing plans
INVESTMENT ADVISORY SERVICES
- Financial Planning
- Asset Management