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Services

Through the financial counseling process we help you develop investment strategies that may include the use of any of the following:

  • Investment Management
  • Mutual Funds
  • Stocks
  • Tax Exempt Bonds
  • Government Bonds
  • Corporate Bonds
  • Real Estate Investments
  • Tax Sheltered Annuities
  • Insurance Programs
  • Specialized Investments 
  • Qualified Retirement Plans
  • 529 College Savings Plans

Protected Investors of America, Inc. is an SEC registered Investment Advisor and a member of FINRA , SIPC, and MSRB. PIA is licensed as a Broker/Dealer in all 50 states and may transact business in all 50 states. PIA is registered with the SEC as a Registered Investment Advisor in AZ, CA, FL, MA, ME, NV, OR, PA, TX, UT, WA, and WI. If you are do not reside in one of the above listed states, we will not attempt to transact securities for your account or to provide personalized investment advice to you unless and until we are licensed in your state or international jurisdiction. If you do not reside in one of the listed states, and are interested in PIA’s services, please contact the home office for more information.