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Investments

Securities offered through Steve Purdy, registered representitive of American Portfolios Financial Services, Inc. Member FINRA, SIPC.

Innovative Insurance Solutions, Ltd. and American Portfolios Financial Services, Inc. are not affiliated entities.

Steve Purdy, ChFC®, as a registered representative of American Portfolios Financial Services, provides investment guidance based on your financial goals and situation.  The firm offers a full range of non-proprietary investment products. Because American Portfolios is not part of a multinational wire house or an insurance conglomerate, the company is not captive to a particular brand or family of products. 

For further information regarding securities, contact Steve Purdy at spurdy@americanportfolios.com.

Retirement

401(k), Pension and Profit-Sharing Plans
403(b) Tax–Deferred Investment Plans
Custodial Accounts (UGMA’s/UTMA’s)
Roth IRA
SEP and Simple IRA Plans

College Savings

529 College Savings Plans *
Coverdell Educational Savings Plans

Securities

Bonds
Equities
IRAs
Unit Investment Trusts
Variable Life Insurance

Certified, Long Term Care (CLTC), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Licensed Insurance Broker (LTC, Life, Health, Property and Casualty) and Licensed Securities Representative. Honor Roll, Million Dollar Roundtable (MDRT).


“We have known Steve Purdy and his family since he was a young boy. Over the years, he has frequently given us financial advice. We have always appreciated his concern, integrity and thoroughness."
Charles and Jane Carter

Read more IIS customer testimonials.

Securities offered through American Portfolios Financial Services Inc. (AFPS) Member FINRA/SIPC. AFPS Is not affiliated with Innovative Insurance Solutions, Ltd.

* Potential investors of 529 plans may get more favorable tax benefits from 529 plans sponsored by their own state. Consult your tax professional for how 529 tax treatments would apply to your particular situation. To determine which college saving option is right for you, please consult your tax and accounting advisors. Neither AFPS nor its affiliates or financial professionals provide tax, legal or accounting advice. Please carefully consider investment objectives, risks, charges, and expenses before investing. For this and other information about municipal fund securities, please obtain an offering statement and read it carefully before you invest. Investments in 529 college savings plans are neither FDIC insured nor guaranteed and may lose value.

Learn more about American Portfolios Financial Services, Inc. (APFS)

Check the background of this Investment Professional;
http://brokercheck.finra.org/Individual/Summary/2904224

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