Randy PribylCRC®
Senior Vice President|
Phone:
(563) 386-4600 Toll Free: (800) 366-3978 Fax: (563) 386-9875 rpribyl@rwbaird.com Contact Me |
|
Robert W. Baird & Co. 3626 Bridge Ave |
| Davenport, IA 52807 |
| Map/Directions |
My Practice
People tell me that they would like to retire earlier and for those who are already retired, they would like more income. Helping investors who have these goals is a specialty for me. With today's low interest rates, it is very important that you locate the best yields on either tax free or taxable interest paying investments. Additionally, the historically attractive long term returns of stock mutual funds combined with the current favorable tax treatment of stock dividends and long term capital gains on mutual funds could help deliver the after tax returns you desire. Helping you with competitive interest rates and stock oriented investments is my specialty.
Contact me now to discover the returns you desire.
Available for all of my new and existing clients is a financial plan called "Naviplan". The process includes working through a multi page questionnaire, together, that will allow you to focus on your needs in the following areas:
- Wealth accumulation
- Income during retirement
- Strategies for estate taxes
- Reviewiing investment income taxese
- Options for college funding
- Increasing your investment income
- Life insurance
- Developing a model portfolio of diversified investments
This is a free service from our firm to you. Contact me now to begin this process for you. Robert W. Baird & Co. does not offer tax advice. I am insurance licensed in Iowa and Illinois.
Baird offers a wide variety of quality investment products to assist you—no matter what your specific financial goals, risk tolerance and investment time horizon. I can help you find products that are compatible with your investing goals. Baird investment products include:
- Bonds
- CDs
- IRAs
- Money Markets
- Mutual Funds
- Stocks
- Municipal Bonds
- Life Insurance
- Real Estate Investment Trusts
- Gold
- Closed End Funds
- Annuities
If you would like to learn more about the above list contact me now.
TODAY'S MARKETS
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