Using a Mid-Atlantic Securities, Inc., financial advisor gives you the comfort and security of knowing that your financial life is under control and on-track without interfering with your business and personal life. You have full knowledge of your financial position and get regular statements and can call your advisor directly at any time.

In addition, our experienced financial professionals care about you. They help you define your financial goals and formulate an integrated financial plan. When it comes time to implement your plan, they have the full array of financial services and products available to help you achieve your carefully defined goals. They monitor your investments and meet regularly with you to keep you informed and aware of how your are progressing toward your goals.

While there is always one advisor who is your own personal advisor, he or she will often consult with other advisors in the local office or at our firm headquarters to give you the benefit of additional expertise. You can be assured that someone who knows you and who is familiar with your needs will be available to help you at all times.

You are never left without someone to take care of you.

Services & Products We Offer

  • Comprehensive Financial Planning
  • Retirement Planning
  • Portfolio Management
  • Asset Allocation
  • IRAs – Individual Retirement Accounts
  • SIMPLE Plans for Businesses
  • Profit Sharing Plans
  • 401(k) Plans
  • Cashless Stock Option Exercise
  • College Savings Plans
  • Internet Account Access
  • Interest on Cash in Accounts
  • Estate Planning
  • Estate Valuation & Pricing
  • Retirement Plan Services
  • Mutual Fund Research
  • Business Consulting
  • Technical Analysis
  • Corporate Bonds
  • Annuities
  • Portfolio Performance Reporting
  • Government and Agency Securities
  • Mortgage – Backed Securities
  • Municipal Bonds
  • Loans
  • CDs
  • Margin Accounts
  • Money Market Funds
  • Dividend Reinvestment
  • Unit Investment Trusts
  • Closed-End Fund and ETF Research
  • Convertible Securities
  • Corporate Client Services
  • Economic Reports
  • Equity Research
  • Wealth Management
  • Life Insurance
  • Municipal Bonds
  • Over-the-Counter Trading
  • Variable Annuities
  • Preferred Stocks
  • Securities Safekeeping