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Services We Offer

Poulter Investment Advisors provides holistic and unbiased guidance to help you plan your financial journey. Our fee-based model allows us to examine our clients’ unique situations and provide the best possible options for their financial success. We handle a multitude of financial issues, including:

Financial Planning Services

  • Retirement Plans
  • 401k Planning
  • 403b Planning
  • Tax Planning
  • Estate Planning
  • College Planning
  • Profit Sharing Plans
  • Money Management
  • Risk Analysis
  • Charitable Giving
  • Large Personal/Business asset additions

Investment Services

  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Educational IRA
  • Brokerage Accounts
  • Fee-based Accounts
  • Guided Wealth Portfolios
  • Mutual Funds
  • Variable & Fixed Annuities
  • Alternative Investments
  • Bonds
  • Common Stock
  • Treasury Bills
  • Government Securities
  • Treasury Notes

Insurance

  • Life Insuranced
  • Long-Term Care
  • Disability Income

Reach out to us today for a no-fee consultation! We would love to hear about your goals, and we can work together to create a plan that aligns with your unique financial situation. If you require service in an area not listed above, please contact us. 

Contact us for a complimentary consultation 

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