PRODUCTS
Short Term Income
Certificates of Deposit
Corporate Bonds
Treasury Bills and Notes
Prime Rate Income Funds

Long Term Income
U.S. Treasuries
U.S. Agencies
Preferred Stocks
Mortgage Securities

Investment Growth
Corporate Stocks
Equity Mutual Funds
Growth CD's and Bonds

Interest on Cash Deposits
Money Market Funds
Interest on Uninvested Cash

Income Tax Reduction
Municipal Bonds
Variable Annuities
Tax Credits and Shelters

Retirement
All types of IRAs
Keogh Plans
Pension & Profit sharing Plans
401(k) Programs
 

SERVICES
Online Internet Access
www.fisn.com for CD rates
www.fisnonline.com for trading

Portfolio Management
Self Directed
FISN Managed
Balanced Fund Portfolios
CD Administration

Client Communications
Consolidated Statements
Quarterly Performance
Transaction Confirmations
Periodic Client Meetings

Monthly Account Statement
All securities transactions
All holdings, including mutual funds
VISA card & check Transactions
Portfolio Valuations & Allocations

Funds Transfer
Fed Wire Transfer
Automated Payments
Systematic Investments

Transactions
Check Writing
ATM Card
VISA Debit Card
 
 

(800)351-4494
(240)497-0400
4800 Montgomery Lane Suite 880
Bethesda, MD 20814
Mon-Fri 8:30am- 5:00pm
Fax: 240-497-0199
Email: fisn@aol.com