Investment Services

Making investment decisions based on your goals and objectives is the first priority of every financial advisor at Provident Financial Group, LLC. We use our many years of experience to evaluate the appropriate investments for you, and then we rely on our expertise and market knowledge to determine how to maximize your return on investments. We don't just buy stocks and bonds; we engage in every financial investment vehicle available to benefit you.

Investment vehicles

  • Money market funds
  • Mutual funds
  • Exchange-traded funds (ETFs)
  • Stocks
  • Fixed income (CDs/Gov't/Municipal/Corporate)
  • Alternative investments
  • Structured products
  • Fixed/variable/immediate annuities
  • 401(k)s, 403(b)s, and 457 plans
  • Traditional, rollover, and Roth IRAs
  • Keoghs and profit-sharing plans
  • Defined benefit plans
  • Education savings accounts
  • 529 plans
  • Closed-end funds