Our Services
Our Services
CPMI offers a wide array of investments and insurance products to build a comprehensive portfolio based on your needs. You can work with your Financial Advisor to customize the portfolio to suit your objectives, risk tolerance, time horizon and investment style.
You can learn more about some of the investment choices highlighted below:
- Mutual Funds
- Stocks
- Bonds
- Options
- Annuities
- Money Market
- Saving for College/529 Plans
- Life Insurance