By using Broadway Brokerage Services, Inc., a subsidiary of The Broadway Bank, individuals and companies who make their own investment decisions can save substantially on most stock and bond trades. The Broadway can help you with stocks, corporate and municipal bonds, options, mutual funds, unit investment trusts, and self-directed IRAs. Brokerage services are provided through an arrangement with National Financial Services Corp., a subsidiary of Fidelity Brokerage Services, Inc., one of America's leading discount brokers. Discounts on commissions do not apply on mutual funds or unit investment trusts.
Tax deferral is a powerful reason to consider an annuity investment.
Inc. The guarantee of an annuity is by the underlying insurance company. There are no up-front sales charges, but an early surrender charge is imposed generally during the first 5 to 7 years of the contract. Broadway Brokerage's Investment Representatives can objectively help you choose a portfolio of quality mutual funds that may help you achieve your goals. For your convenience, we can automatically debit your Broadway deposit account or an account at another financial institution. AutoVest is designed for beginning investors starting an investment savings program.