Investment Management

Investment Management

Washburn Financial Group, LLC is an independent fee based investment advisory firm affiliated with Scottrade who serves as our broker, dealer, and custodian.  This affiliation provides access to over 4,700 no-load, no-transaction fee mutual funds, common stocks, preferred stocks, exchange traded funds (ETF), master limited partnerships (MLP) and index funds.

  • rollover 401(k) and 403(b) into an IRA.
  • establish non-retirement accounts
  • trusts
  • Uniform Gifts to Minor Accounts
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