October Wealth Advisors, Inc

Wealth Management Services

 

OUR SERVICES

At October Wealth Advisors, it is our mission to provide our clients with the investment advice they need to achieve their financial goals.

 

Account Management

We manage several different types of accounts including:

  • Retirement Accounts (IRAs)

  • Individual Accounts

  • Educational Accounts

  • Foundation Endowment Funds

  • Educational Endowment Funds

 

Portfolio Management

We offer comprehensive portfolio management services that are tailored to the financial needs of each client.

Portfolio Specializations

  • Equity

  • Common Stocks

  • Preferred Stocks

  • Equity ETFs (Exchange Traded Funds)

  • Equity Mutual Funds

  • Fixed Income

  • Municipal Bonds

  • Corporate Bonds

  • Fixed Income ETFs (Exchange Traded Funds)

  • Fixed Income Mutual Funds

 

Whether you are just starting to save, are nearing retirement, or have just retired, we can help develop and manage a portfolio that is right for you!

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our inquiry form.

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