Our Mission: To help you achieve financial peace of mind.

Pro Advantage Investments is an independent financial services firm that offers a wide variety of investment, retirement, and financial planning services.   Because we are independent, we are able to provide an objective look at your financial situation.  Included on our products and services are the following:

PRODUCTS:

Stocks

Bonds & CD’s

Mutual Funds

Unit Investment Trusts (UIT)

Real Estate Investment Trust (REIT)

Managed accounts

Services:

Financial Planning – Envision

Retirement Planning – IRA, ROTH IRA, SIMPLE IRA, & 401K

Investment Planning – Asset Allocation

College Education – 529 & Coverdell Education Plans

Estate Planning

ProAdvantage Investments Brochure

Quarterly Economic Update

Registered representative of and securities offered through Berthel Fisher & Company Financial Services Inc. Member FINRA & SIPC