FULL-SERVICE BROKER/DEALER

Our firm recognizes that the needs among institutional and individual investors differ greatly. Our mission is to develop the correct strategy to meet each client's investment objectives. Establishing relationships consistent with the firm's tradition of service, while offering the widest possible array of investment products, services, and informational resources is the cornerstone in achieving that mission.

We have an experienced team of investment executives in Boston and New York dedicated to provide those products and services best suited to meet the specific needs of each Kimball & Cross client.

Stocks – Transactions of securities listed on the New York, American and other regional stock exchanges and traded on the NASDAQ markets, with pre-market and after-hours trading.

Bonds – U.S. Government and agency, municipal and corporate debt securities.

Options – All transactions of equity and index options (naked call writing not permitted).

Mutual Funds – Open and closed-end investment company products.

Retirement Solutions – IRA accounts, SEP, Simple IRA, Roth, 401k, Profit-sharing and money-purchase plans.

College Savings Plans – 529 plans, Education IRAs.

Alternative Investments – Access to public and private offerings (stocks, bonds, mutual funds, CDs, private placements and more), structured products and more.

Insurance – Fixed, Variable and Equity-Indexed Annuities, Whole and Term Life Insurance.

Brokerage Access Account –     Check-writing, debit card, enhanced statements reporting and more.

MyStreetscape – Online access to account information, balances, positions, history, calculators, tax information, statement archive and more.

Tax Lot Accounting – Automated cost-basis recordkeeping, enhanced year-end reports.

Client accounts are carried by National Financial Services, LLC ("NFS"), Member NYSE/SIPC, a Fidelity Investments® company.

Accounts maintained with NFS are protected by the Securities Investor Protection Corporation ("SIPC") up to $500,000, including cash claims limited to $100,000. NFS has arranged for additional unlimited insurance protection for cash and securities to supplement its SIPC coverage. Neither coverage protects against a decline in the market value of securities.