Representatives of Whitehall-Parker Securities, Inc., have significant expertise with a variety of investment vehicles to serve the many needs of their clients.

  • Listed Securities on all exchanges, both foreign and domestic
  • Over the Counter (OTC) Securities
  • IRA, SEP, Keough, 401(k) and other Pension/Profit Sharing plans
  • Mutual Funds
  • ETFs
  • Corporate, Municipal and Government Bonds
  • Tax Advantaged Investments
  • Annuities and Insurance
  • Mortgage Banking/Residential and Commercial
  • Fee-Based Portfolio Management
  • Charitable Remainder Trust Design and Management
  • 1031 Real Estate Exchanges
  • Financial Planning
  • Retirement Planning
  • Wealth Management
  • Estate Tax Planning