Broker Check

What We Do

Ashland Investment Services offers personalized service to each and every one of its clients. Experience has taught us that there is no "one size fits all" when it comes to individuals and their finances. We recognize that every one of our clients is unique and therefore requires his or her own tailor-made plan to manage their goals. Together, we create that plan and then monitor it regularly to assess we are on track.

Because we realize different clients have different needs, goals, and favored pricing plans, we offer both fee-based and traditional commission-per-transaction plans. Our clients choose based on their personal preferences.

Some of our offerings include*:

  • IRAs - Traditional, Roth, Education, Rollover Services
  • 401Ks
  • Profit Sharing Plans
  • Simplified Employee Pension (SEP)
  • Simple IRAs
  • Uniform Gift to Minors (UGMA/UTMA)
  • College Expense Accounts (529 Plans)
  • Retirement Income Plans
  • Annuities
  • Life Insurance
  • Charitable Remainder Trusts
  • Estate Planning