Broker Check

Products and Services

Providing a Wide Range of Products and Services


  • Mutual Funds
  • Full Service Brokerage Accounts
  • Advisory Accounts
  • 529 College Savings Plans
  • Retirement Products (including IRAs and Qualified Plans)
  • Variable Annuities
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance


  • Insurance and Investment Planning
  • Business Planning
  • Retirement Planning
  • Education Planning
  • Distribution Planning
  • Estate Planning *

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*HTK does not provide tax or legal advice. Estate planning services are provided by Attorney Monteforte, through his law office, the Law Office of Michael Monteforte, Jr. Attorney Monteforte is licensed to practice law in MA and NY. For more information, visit