Our Services
Cash Management
Flexibility
With bank interest rates still at historically low levels we have the ability to build fixed income portfolios that are conservative in nature but provide a stream of income that most banks cannot produce. Individual, Joint, or Corporate brokerage accounts allow for the flexibility of investment options to make better use of your unused cash. These fixed income investments are not guaranteed or insured and can decline in principal. However, the fixed income holdings are safe, conservative and Traynor Capital will manage the holdings to protect principal and maximize total return of fixed income holdings.
Preservation
We advise on various estate planning issues and opportunities, aiming to maximize preservation of assets for spouse, family and extended generations.
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Contact Information
418 EAST KING STREET MALVERN, PA 19355
(610) 993-9050
(610) 561-3556