Mutual Funds
- allow individuals who may not have large amounts of money to invest, to pool their funds with the monies of others and have those monies managed by professional fund managers. This provides individuals the ability to diversify their investments to achieve their own risk tolerance.
Retirement Plans
- To the individual, these are available in traditional and Roth IRAs. The funding vehicles range from fixed products to variable products which allow for investing at various levels of risk to the individual.
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195 Washington Street á North Easton á MA á 02356 á 508-230-SAVE/7283