Broker Check

547 Keisler Dr
Suite 102
Cary, NC 27518

Toni Drapkin

919-376-7143

 

Products & Services

We provide assistance in the following areas:

Investments *

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning *

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance

*These services are offered by Toni Drapkin through her affiliation with Avantax Investment Servicesâ„  and Avantax Advisory ServicesSM