Account Types

Account Types

Account Types

Plimoth Investment Advisors utilize their disciplined investment methods to successfully customize investment portfolios for both private clients and institutional clients. We offer a wide range of products such as:

  • Private Clients:
    • Individual Investment Accounts. (Taxable)
    • Individual Retirement Accounts/Rollover. (Tax Deferred)
      • Roth IRA
      • Traditional IRA
    • Trust Accounts.

     
  • Institutional Clients:
    • Employee Benefit Plans  Learn more
    • Charitable Accounts.
    • Endowment Accounts.
    • Foundation Accounts. 
    • Customized Institutional Portfolio Management. Learn more 

38 Resnik Road, Plymouth, MA 02360   |   508-747-6596

Disclaimer Notice    Privacy Policy

Investment products provided:

  Are Not Bank Guaranteed     Are Not FDIC or DIF Insured     May Lose Value