Stephen A. Kohn & Associates, Ltd.
We are a small, independent Firm offering a product mix that rivals that of firms many times our size. Whether your forte is transactional business, mutual funds, corporate, government or municipal bonds, private or public partnerships or you specialize in individual, retirement or wrap accounts, there is a place for you at our Firm. We will look at most any competent product that makes sense and is suitable for your book.
We are compliance oriented and have never had any customer complaints. The Firm was established in 1996.
I encourage you to call and let's discuss the opportunities that exist at Stephen A. Kohn & Associates, Ltd. I look forward to speaking to you in the strictest of confidence.
| FIRM PRODUCT MIX |
| Mutual Fund |
40
% |
EIA |
0
% |
| Variable Annuity |
10
% |
Life Insurance |
0
% |
| Advisory / Fee based |
10
% |
IPO |
0
% |
| VUL |
0
% |
Municipal |
2
% |
| Equity |
15
% |
LP / DPP |
18
% |
| Fixed Income |
5
% |
REIT |
0
% |
| Fixed Annuity |
0
% |
|
|
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