Our Services
The investment advisory process at Warren & Brannen 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 Partners
Georgia Benefits, Inc. (Employee Benefit Specialists)
Georgia Benefits, Inc. is a strategic partner serving our business clients and organizations with employee benefits expertise. Georgia Benefits has been making a difference in the financial lives of over 300 businesses in the southeast since 1988. They specialize in building valuable programs and services that give our clients an employee recruiting and retention advantage. Georgia Benefits, Inc. is an independent specialist in employee medical, dental and life planning, long term care and vision planning, Section 125 and voluntary payroll deduction benefits. The company’s services include employee benefit statements, claims, billing and administration support, digital employee communications and plan administration. Georgia Benefits, Inc. is not affiliated with Multi-Financial Securities Corporation.
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.
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