Trading

Processing your stock, bond, annuity and mutual fund trades while making sure you understand the risks and returns of the investment.

Gaugert Financial will process stock, bond, annuity and mutual fund trades. Once your investment objectives and goals are determined, we'll place your order making sure you understand the risks and optimal return of the investment. We will also look at mid- and long-term savings objectives, help assess tax issues and can refer an accountant if tax advice is needed.

After determining what kind of investor you are, we'll more easily be able to assess the risk you are willing to take. We'll then design an investment plan that's right for you and periodically review that plan to make sure it's suitable and compliant.