Broker Check

Products & Services

We provide assistance in the following areas:


  • Mutual Funds, Bonds & Stocks
  • Retirement Accounts/IRAs (Educational, Traditional, Roth, SEP, SIMPLE)
  • Brokerage Accounts
  • Treasury Bills, Treasury Notes & Government Securities
  • Variable Annuities, Fixed Annuities, and Indexed Annuities

Financial Services

  • Retirement Plans* (401k, 403b, Profit Sharing, Money Purchasing Plans, etc.)
  • Tax Plans
  • College Plans*
  • Estate Plans


  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance

Tax Planning

  • Individual Tax Planning
  • Business Start Up Counsel 
  • Tax Loss Harvesting
  • Tax Smart Investing

*These services are offered by Joseph J. Ochotny, Jr. through his affiliation with Avantax Wealth Management.