Our Services
At Cardinal Hill Wealth Advisory Group, LLC, we provide assistance in the following product offerings through our broker/dealer Cetera Advisors:
Stocks
- NYSE-listed stocks
- ETFs
- NASDAQ over-the-counter
- All other major exchanges
- Foreign stocks (listed as American Depository Receipts on an American Exchange)
- Margin accounts
- Corporate finance
- Investment banking
- 144 and other restricted securities sales
- Employee stock-option plans
Retirement Accounts
- IRAs
- SEP/IRAs
- Roth IRAs
- Education IRAs
- Simple IRAs
- Defined contribution
- Money-purchase pension plan
- Profit-sharing plan
- 403(b)
- 401(k)
Cash Management
- Daily sweep accounts
- Money markets
- Insured CDs
- Online account access
Asset Management
- Independent manager search
- Performance monitoring and reporting
- Wrap-fee accounts
- Asset allocation
- Fee-in-lieu accounts
- Outside managed accounts
Bonds
- CMOs
- Covertibles
- Corporates
- Preferreds
- Municipals
- Zero coupons
Insurance
- Fixed annuities
- Variable annuities
- Term life
- Variable life
- Universal life
- Whole life
- Disability
- Long-term care
Government Securities
- Ginnie Maes
- Treasury bills
- Treasury bonds
- Treasury notes
Mutual Funds
- Open-end funds
- Closed-end funds
- Networking
Alternative Investments
- REITs
- Equipment leasing
- Managed futures
- Equity-linked notes
Unit Investment Trusts
And More
- Education and 529 plans