The Kirkwood Group Inc.
History
The Kirkwood Group Inc. was the natural progression to an independant advisory practice after 18 years as an investment manager with firms such as Smith Barney Harris Upham, Oppenheimer and Advest. As an independent adviser am responsible only to the customers needs, professional and regulatory guidelines, rather than corporate goals.
Specialties
We manage investment and retirement accounts for individuals, families and business. We also provide estate and succession plans. We offer a broad spectrum of products including separately managed accounts with either internal or outside money managers, mutual funds, stocks, bonds, unit trusts, real estate and oil and gas investment programs, life insurance and fixed and variable annuities.
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