Milkie / Ferguson Investments Inc.

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Welcome to Milkie/Ferguson Investments, Inc.

Here at Milkie/Ferguson, the client comes first.

Our clients are the type of people who demand individual attention when making decisions about their security and their families.

Our clients are the type of people that make investments based on their unique needs as opposed to buying products that provide the most benefit to the investment firm.

Our clients are the type of people that believe business is based on trust and a personal relationship with their Investment Representative. We will follow through on each and every transaction that provides total customer service.

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What We Offer

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• Brokerage Accounts
  • With a Milkie Ferguson Investments full-service brokerage account, you can work with your financial advisor to invest in multiple asset types — including cash, stocks, preferred stocks, bonds, mutual funds, annuities, unit investment trusts, and more to create an appropriate investment portfolio. Through sound techniques, your Financial Advisor will help you make sure that your investment portfolio stays appropriately balanced in light of your goals, objectives and risk tolerances and the current state of the market.
• Education Planning
  • Our Financial Advisors can help estimate the potential cost of educating your children, determine how much you need to save and help you choose the education savings option that’s right for you.
• Financial Planning
  • A comprehensive strategy to integrate an individual's or family's financial goals, including risk management, investment, tax planning, retirement planning, and estate planning.
• Retirement Planning
  • Through a selection of IRAs, SEPs and SIMPLE Plans with Milkie Ferguson Investments, you can choose a plan that can help meet your retirement needs while investing in stocks, bonds, mutual funds, money markets or government securities. Your Financial Advisor can help you choose from these accounts and gain the control you'll need to adjust your investment selections according to changing economic and market conditions or changes in your personal situation.
• Portfolio Management
  • Your financial advisor will work with you to discover strengths, weaknesses, opportunities, and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and numerous other trade-offs encountered in the attempt to maximize return for your given level of risk.
• Trusts and Estate Planning
  • A trust is a legal device that allows you to transfer property to a trustee who will manage it for the benefit of you and your heirs and beneficiaries. Estate planning is the process of planning the transfer of all personal assets at death to chosen beneficiaries.

Member: FINRA and SIPC ® 2005 Milkie Ferguson Inc. is protected by copyright laws under U.S. and international law. All rights reserved.

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