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Brokerage Services

 

As an investment advisor representative of H. Beck, Inc., Michael J. Lucia & Associates offers clients access to a full suite of traditional brokerage services.

Brokerage Investments

Brokerage Account Types
Partial listing of common brokerage investments. Partial listing of common brokerage account types.
  • Money Market Accounts
  • CDs
  • Bonds
  • Stocks
  • Mutual Funds
  • Exchange Traded Funds

 
  • IRAs
  • Roth IRAs
  • Individual Accounts
  • Trust Accounts
  • Business Accounts
  • Education Accounts

 

 

 
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High Net Worth Investors

At Michael Lucia & Associates we have an extensive track record serving the needs of high net worth investors — investors with a net worth greater than $1,000,000 or annual income in excess of $250,000.

Business Owners

lucia-70x70-2At Micheal Lucia & Associates we have assisted business owners in developing comprehensive personal and business wealth management strategies.

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Office Address

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