Products, accounts & specialized services
As a client of Butler Wick, you have access to a full service
brokerage firm, an independent trust company and a professional
money management firm offering the following products and
services.
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Investing for Growth:
• Common Stocks: Domestic & Foreign
• Stock Mutual Funds
• Unit Investment Trusts
Investing for Income:
• Tax-Exempt Municipal Bonds
• Corporate & Government Bonds
• Mortgaged Backed Securities
• Preferred Stocks
• Certificates of Deposit
• Real Estate Investment Trusts
• Unit Investment Trusts
• Bond Mutual Funds
• Money Market Funds
Insurance & Asset Protection:
• Life Insurance: Term, Whole Life,
 Variable and Universal
• Long Term Care Insurance
• Disability Insurance
• Health Insurance
• Fixed Annuities
• Variable Annuities
• Index Annuities
Specialized Accounts:
•Fee-based portfolio management
•Transfer on Death: enables you to
bypass probate and to pass
ownership of assets to your
beneficiaries
• IRA accounts: rollover, traditional
and Roth
• 401(k) plans, Simple & SEP IRAs,
Profit Sharing and Pension Plans
• 529 College Savings Plans
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Selective Account Features:
• Margin Accounts
• Option Accounts
• Cash management accounts
• ACH: automatic transfer of money to
and/or from your bank checking or
savings and Butler Wick
• Client On-line Access: 24/7
Internet access to your account
Specialized Assistance:
• Financial & Estate Planning
• Retirement Planning
• Donor Advised Charitable Giving
• Trust Services: Personal and Corporate
• Employee Benefit Plans
• Retirement Plan Administration
• Fee-based Money Management
• Wealth Management
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