Our Services

There are many financial products in the market, so choosing the ones to best address an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your distinct situation.

Products and services include:

  • 401(k) retirement plans and Individual Retirement Accounts
  • 529 qualified tuition plans
  • Annuities
  • Mutual funds
  • Stocks
  • Bonds
  • Alternative Investments
  • Certificates of Deposit
  • U.S.Treasury Securities
  • Group retirement and savings plans
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-term care, disability and critical illness
  • Health Insurance Group health benefits
Erma Harbison is an Associated Person of LPL Financial.

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

NOT NCUA Insured               |             Not CU Guaranteed                |                May Lose Value
 
MSDFCU and New Britain Financial Advisors are not registered broker-dealers nor are they affiliated with LPL Financial.
 
This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered: CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MO, MT, NC, NJ, NY, OH, PA, RI, SC, TX, VA, & WA. Please note that not all of the investments and services mentioned are available in every state.
 
 

 

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