The Sussman Group seeks to provide a broad range of investment and insurance services to meet the needs of our clients. From individual securities, mutual funds and annuities, to retirement plans, we have the products, the expertise and the experience necessary to help meet the needs of today, and the challenges of tomorrow.

Individual Securities
Securities offered through Prime Capital Services, Inc. Accounts carried with National Financial Services, a wholly-owned subsidiary of Fidelity Investments. Fidelity is one of the nation's largest mutual fund companies, and one of the world's largest providers of financial services. Fidelity clears an average of 264,000 trades per day and custodies more than $850 billion in assets in over 12.5 million accounts.

Fixed Income Offerings
Through National Financial we can provide offerings in Treasuries, Government Agencies, Mortgage-Backed Securities, Corporate and Municipal Bonds, Certificates of Deposit, and Money Markets.

Mutual Funds
Through NFS we have the ability to choose from over 8000 nationally known mutual funds. We can help you find a fund best suited to you investment needs and objectives. (For more complete information about any mutual fund, call for a prospectus. Read it carefully before you invest.)

Retirement Accounts
We can offer a number of retirement plan vehicles including IRAs and SEPs, Keogh Plans, 401K plans, 403Bs and more. We are rollover account specialists and can advise you regarding the investment of you retirement distribution assets.

Insurance services
We are able to offer affordable prices on a wide range of insurance products including life, disability, long term care, and group health. We have the experience and background to make the most appropriate and effective choice in securing these important benefits.

Annuities are becoming an important investment vehicle, useful in many financial planning strategies. We have a portfolio of variable annuities, as well as fixed and immediate payout annuities to provide flexibility in meeting planning requirements.

Account Protection
Securities in accounts carried by National Financial Services LLC are protected by the Securities Investor Protection Corp. ( "SIPC" ) up to $500,000 ( including cash claims limited to $100,000).

Brokerage Technology Solutions
MyStreetscape is a comprehensive solution that gives our customers personalized one-stop access from their personal computer, wireless device or telephone. Now you can have access to your brokerage account, balances, quotes, market data, and even trading, virtually whenever and wherever it's most convenient for you. With a single personal identification number (PIN) you can have three modes of access; web, wireless and telephone.

Fee Based Investment Advisory Services
The Sussman Group provides fee-based investment advisory services through Asset & Financial Planning, LTD . (AFP) is an investment advisory firm committed to serving the individual investor in the field of asset management. Our specialized portfolio management services are objective, responsive, and completely confidential. From investment consulting through proprietary asset allocation and portfolio management programs, all AFP services offer you disciplined investment planning and execution that will make managing your portfolio simpler.