Wealth &
Protection Planning

Brokerage Accounts

A brokerage account is an account at a financial firm that lets you buy, sell, and hold a wide variety of investments (i.e. stocks, bonds, mutual funds, exchange-traded funds, etc.).  You benefit from expanded investment opportunities and the flexibility to target short-, intermediate-, and long-term goals with individual securities or collective investments. 

Contact a STRIVE Wealth Advisor for more information about brokerage accounts. 

privacy policy