OUR SERVICES
What We Do
As a full service broker dealer we conduct transactions in all listed stocks, bonds, options, and over-the-counter securities in both domestic and foreign markets. We are known for our expertise in "stock picking" as we specialize in individual equities.
Our investment principles and philosophy has remained at our core since our inception in 1921. Our unique expertise is something that we acquired through experience in almost a century of investing.
What we provide our clients:
Wealth Management
Asset Allocation
Financial Planning
Financial Advising
Hedging Strategies
Education Savings Plans
Estate Planning
Retirement Solutions
Independent Research
Portfolio Development/Management
New Corporate Securities
Buell participates in new under-writings as a selling group member for equities; preferreds and exchange traded funds.
Fixed Income
Corporate and Municipal Bonds: We provide our clients an extensive inventory of bond offerings both taxable and tax free with various maturities.
Tax Advantaged Investments
For individual or corporate investors who wish to offset substantial income or capital gains and participate in the ownership of real property or natural resource assets, we offer a broad range of investments such as Real-Estate investment trusts (REIT), master limited partnerships (MLP) and preferred securities.
Annuities and Life Insurance
We recognize the importance of annuities and insurance in a balanced financial portfolio. In order to attain a balance between equity investments and those unaffected by security price changes.
Retirement and Rollover Plans
Buell assists individual and corporate clients in establishing tax-deferred accumulation plans that will help meet their long-term objectives. The plans can consist of Traditional IRA's, Roth IRA's, SEP's, and 401k plans.
Custodial and Trust Services
Buell maintains a corresponding relationship with Raymond James & Associates, Inc. (“RJA”).