Individuals have special needs and we are sensitive to those
needs. We understand that the price for individual services must be affordable and in balance with the benefits received.
have a unique cash and asset management program for senior citizens and those with busy schedules. On a monthly basis, we
organize your bills and prepare them for timely payment. We also monitor and remind you about your investment maturity dates
so that you can make wise and timely investment decisions.
Listed below are some of the services that we offer to individuals.
However, since this list is not all-inclusive, please contact us
to discuss your particular needs.