We offer a comprehensive array of brokerage services, execution, and investment options. Securities are offered through Westport Resources Investment Services, Inc., an affiliated broker-dealer registered with the SEC and a member of FINRA & SIPC. Brokerage accounts are carried by Pershing An Affiliate of The Bank of New York Mellon. Brokerage services range from buying and selling stocks and bonds to maintaining custody of trusts, education funds, and retirement plans to offering a wide variety of insurance and investment tools.

These, in addition to Westport Resources' proprietary investment programs:

Retirement Programs
Retirement programs are strategically evaluated to ensure a plan is executed that will best work with your future needs and lifestyle. We offer a full range of plans including 401(k) plans, 403(b) plans, pension and profit sharing plans, IRAs and simple retirement plans.

College Education Funding
With college expenses rising each year, it is essential to have a well thought-out college investment program in place designed to optimize your children's and grandchildren's college funds when they need them. Westport Resources offers excellent programs such as 529 trusts or can set up college funding programs to best meet your family's needs.

Cash Management
At Westport Resources, we will create a plan to manage your cash so that it will work hard for you and be accessible when you need it. We offer Money Market Funds with check writing privileges, debit cards, as well as attractively priced borrowing programs tied to the collateral in your investment account.