Services

Community Wealth Advisors offers access to a full range of investment products and services, many of which can be accessed directly online. Whether you are planning for retirement, saving for your child’s education or purchasing insurance, Community Wealth Advisors has access to the right products to fit your specific needs.

  • Mutual Funds
  • Stocks
  • Government Bonds
  • Corporate Bonds
  • Municipal Bonds
  • Unit Investment Trusts (UITs)
  • Self-Directed IRAs
  • Roth IRAs
  • 529 College Savings Plans
  • Investment Advisory Accounts
  • Asset Allocation Accounts
  • Fixed Annuities
  • Variable Annuities
  • Life Insurance
  • Long Term Care Insurance
  • Alternative Investments
  • Financial, Education, and Retirement Planning
  • REITs