Skip to main content
  • Home
  • About Us
    • Our Mission Statement
    • Our Firm
    • About Max
    • Our Services
    • Tell A Friend
  • Resources
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
  • Our Calendar
  • Contact Us

  • LinkedIn Icon
  • Facebook Icon
  • X Icon

Site Map

  • Home

    • Contact Us
    • Our Mission Statement
    • Our Location
    • Our Firm
    • Our Services
    • Our Qualifications
    • About Max
    • Our Calendar
    • Tell A Friend
  • Learning Center

  • Calculators

  • E-Seminars

  • Flipbooks

  • Newsletters

  • Research Articles

  • Videos

    • Getting Your Financial House in Order: Examining Your Relationship with Money
    • Should You Pay Off Debt or Save for Retirement?
    • Should You Sell When the Market Drops?
    • 3 Potential Benefits of Dollar-Cost Averaging
    • The Basics of Social Security Retirement Benefits
    • Financial Planning: Helping You See the Big Picture
    • Stocks and Stock Mutual Funds 101
    • Bonds and Bond Mutual Funds 101
    • The Pros and Cons of a Big Tax Refund
    • Do You Know Who Your Beneficiaries Are?
  • Glossary

  • Quote Requests

MFI Investments all rights reserved.      

Aegis Capital Corp Risk Disclosures        

Brokerage and investment advisory products and services, are offered through Aegis Capital Corp, a member of FINRA and SIPC. Insurance products are made available through, ACC General Agency, a licensed insurance agency. For those persons inquiring from states where a I am not currently securities and/or insurance licensed, I will not transact business in that state or provide follow-up individual responses, until after I have obtain the appropriate registration in the applicable state.

The information provided should not be relied upon in isolation for the purpose of making an investment decision. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product, or strategy prior to making an investment decision. Prior to making any investment or financial decision, an investor should seek advice from a financial, legal, tax and other professional that consider all the particular facts and circumstances of an investor’s situation. The opinions expressed and material provided are for information purposes only and is not an offer, recommendation, or solicitation of any product, strategy, or transaction. Any views, strategies or products discussed may not be appropriate or suitable for all individuals and are subject to risks.

Investment and insurance products offered are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Securities offered through Aegis Capital Corporation, a registered Broker/Dealer. Member: FINRA/SIPC | Investment advisory services offered through Aegis Capital Corporation, an SEC Registered Investment Advisor.

  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck