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Professional Affiliates: Services

Each of Our Professional Affiliates Offer Guidance Through A Broad Range of Financial Services With Flexible Fee Structures Custom-Designed to Fit Your Needs.

Brokerage Services
Through our relationship with Fidelity Investments, we offer a vast and comprehensive array of brokerage services. Our execution capabilites range from buying and selling equities and bonds to planning and executing options and hedging strategies. Along with Westport Resources' proprietary Investment Programs, we offer most of the products and services offered by Fidelity with the invaluable benefit of the expertise and guidance of our professionals.

Retirement Programs
Retirement Programs are strategically evaluated and discussed to make sure a plan is executed that will best work with your future needs and lifestyle. We offer a full range of plans including 401K Plans, 403B Plans, Pension and Profit Sharing Plans, IRA's and simple Retirement Plans.

College Education Funding
With college expenses rising each year, it is essential to have a well thought-out college financing program in place designed to optimize your childrens' and grandchildrens' 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 ManagementAt Westport Resources, we will strategize a well thought-out 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 priveleges, credit and debit cards as well as a wide array of lending services.

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