Investments

Investments

DSA Financial Group has access to a line-up of product offerings that can be used to develop a portfolio that helps meet your goals and objectives. Whether you are preparing to retire, seeking income from your investments, or need to create a plan to transfer wealth to your heirs, we have the resources to offer investment solutions that meet your needs. Additionally, as an independent firm we do not offer proprietary financial products, or have production quotas to meet. This means we are free to provide solutions that best meet your financial needs.

Equities

  • Common & Preferred Stocks
  • Mutual Funds
  • Unit Investment Trusts
  • ETF's
  • Options

Fixed Income

  • Treasury Bonds
  • Municipal Bonds
  • Corporate Bonds
  • Mutual Funds
  • Unit Invesment Trusts
  • Agency Securities
  • Structured Products
  • CD's

Annuities

  • Variable Annuities
  • Fixed Annuities
  • Equity Indexed Annuities

Insurance

  • Universal Life
  • Variable Universal Life

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

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