Investing

Community Wealth Advisors don’t want to just sell you a product. We want to help you find the right investment solutions. Our priority is building a portfolio that will help you achieve your financial goals. Here are just a few of the options we’d love to discuss with you.

  • Mutual Funds
  • Stocks
  • Government Bonds
  • Corporate Bonds
  • Municipal Bonds
  • Fixed Annuities
  • Variable Annuities
  • Unit Investment Trusts (UITs)
  • Alternative Investments
  • Real Estate Investment Trusts (REITs)