Access to over 150 mutual fund families offering thousands of individual mutual fund choices. These cover a broad array of investment styles and diversification to best manage your retirement planning or individual needs.
We offer several fee-for-services investment accounts which are directly managed. Advisory accounts provide investment access to no-load mutual funds and load-waived mutual funds. Advisory accounts can provide hands- on management for your retirement planning needs as well as for individual investment.
Stocks & Bonds
We provide full service for brokerage accounts and assist our clients with the buying and selling of individual securities. All trading transactions are performed in the Hornell, NY office by securities licensed representatives.
We work with several variable annuity companies that offer living income benefits that are excellent tools for retirement planning. These products are also used by clients who need to defer income taxation.
Complement your retirement planning by investing in a long-term fixed interest rate vehicle that provides a steady and dependable stream of income.
Check the background of our investment professionals on FINRA's BrokerCheck »
Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. Maple City Financial Services, Maple City Savings Bank and Cadaret, Grant & Co., Inc. are separate entities. Not a deposit-Not guaranteed by the Bank, FDIC, or other government agency- May lose value.