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

Check out our links below on “The Art of Financial Planning” brochure, the latest economic report called, “The Week”, the "2010 Newsletter" and the "Now Everyone Can Have a Roth".

 The Week

 2010 Newsletter

 Now Everyone Can Have a Roth

 The Art of Investing

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