Our Services

The investment advisory process at Warren Brannen & Lyle Company begins with an in-depth evaluation of your current financial situation. Once we’ve established your overall objectives, we’ll focus on your specific goals and a plan for helping you reach those goals. 



Our core services include:  Investments



Fee Based Investments offered through Charles Schwab & Company, Inc. 



  • Personalized Investment Portfolio Management  
  • Access to Institutional and Professional Money Managers
  • Quarterly Performance Monitoring & Reporting
  • On-line Account Statements


Traditional Investments (*Securities offered through Multi-Financial Securities Corporation)



  • Individual Retirement Plans (IRA's, Roth IRA's)
  • College Funding Plans (529 Plans)
  • Cash Management Plans (Interest Checking)
  • Certificates of Deposit (FDIC Insured)
  • Full Service Brokerage Accounts*
  • Common Stocks*
  • Government Securities*
  • Municipal and Corporate Bonds*
  • Mutual Funds*
  • On-line Account Statements


Insurance



  • Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance
  • Health Insurance
  • Annuities*


For Businesses we offer:



  • SEP Plans
  • Simple IRA Plans
  • 401(k) Plans
  • Pension & Profit Sharing Plans 
  • Employee Continuation Plans
  • Executive Incentive Programs  


Our Strategic Partner



Dickson & Hilburn, PC (Certified Tax Advisor)

Dickson and Hilburn, PC has been offering professional accounting services to clients in Florida and Georgia since 1983. Jimmy Dickson and Clint Hilburn are Certified Public Accountants and are active members of the American Institute of Certified Public Accounts and Georgia Society of Certified Public Accountants. Dickson and Hilburn, PC provides innovative solutions to privately held businesses and individuals in an effort to help them reach their strategic financial goals. The company offers individual, corporate, partnership, fiduciary and estate tax return services, estate and business continuation planning services, payroll and sales tax return services, audits, reviews and compilations. Dickson & Hilburn, PC is not affiliated with Multi-Financial Securities Corporation.