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Our Services

At Pines, we’re committed to providing you with the highest level of personal service over the long-term.  Our strategy is designed around your financial goals and objectives.  We implement your personalized investment plan by employing a disciplined process utilized by many of the nation’s most prominent investment managers.

Looking to improve upon your portfolio?  We’re here to help.  We look forward to serving your needs in confidence and guiding you along the road to success in your financial future.




Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Long-Term-Care Insurance

Life Insurance

Disability Income Insurance

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