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We make a variety of programs available to you through Securities America, one of the nation's largest independant broker/dealers and member FINRA/SIPC:

  • Retirement Preparation
  • College Funding
  • 401(k) / TSP / Pension Rollovers
  • Mutual Funds
  • Variable and Fixed Annuities
  • Tax Efficient Strategies
  • Wealth Transfer
  • Life Insurance
  • Long Term Care Protection
  • Portfolio reviews, analysis, and assessments

 

Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC, and Financial Planning and Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm, R. Todd Holden, Representative. Belvoir Financial Sevices and Belvoir Federal Credit Union and the Securities America companies are separate entities.

Not NCUA Insured. No Credit Union Guarantee. May Lose Value.