Coker & PALMER

Investment Securities

INDEPENDENT BROKER DEALER AND FINANCIAL ADVISOR

We are independent and full service. We offer professional services in traditional securities brokerage to individuals and institutions as well as fee based asset management services.

SECURITIES BROKERAGE

SECURITIES TRADING

Stocks, Bonds, Options

RETIREMENT ACCOUNTS

IRA’s, 401k plans, SEP plans

COLLEGE FUNDING

529 plans

MUTUAL FUNDS

Representing multiple mutual fund families

RESEARCH

A wide variety of resources.

ADVICE

Problem solving solutions.

WEALTH MANAGEMENT

ASSET MANAGEMENT

Fee based money management services.

 

FINANCIAL PLANNING

Assisting you with life goals.

ESTATE PLANNING

We will work with your other professionals.

WHO WE SERVE

We provide comprehensive financial solutions for entrepreneurs, investors, professionals and retirees.
We have a unique understanding of our clients’ challenges and opportunities.

Families & Individuals

Businesses

Retirees

GET IN TOUCH

Coker & Palmer, Inc.
1667 Lelia Drive, Jackson, MS 39216Get directions
(601) 354-0860 info@cokerpalmer.com

complimentary ‘get acquainted’ meeting