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Our Services

Our goal at james.farrell@pesmail.com is to assist individuals and small businesses in setting and achieving their financial goals.

Here are some of the products we offer:

1) Mutual Funds and 529 plans
2) Variable Annuities
3) Stocks and Bonds
4) Retirement Planning
5) IRA`s, SEP`s, and Simple IRA's
6) Exchange Traded Mutual Funds
7) Money Market Accounts with Check Writing Privileges
8) Unit Investment Trusts
9) Limited Partnerships
10) Variable Universal Life
11) REITs
12) Life Insurance (term, universal, indexed UL, and whole)
13) Fixed Interest Annuities
14) Fixed Equity Indexed Annuities
15) Long Term Care Insurance
16) Accident and Critical Illness Insurance

If you have a need that is not listed here, please call us to discuss how we can help.

Our phone number is 865- 539-9916 or Toll Free: 877-417-8314.