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Brokerage Account

A brokerage account is an investment account that allows you to buy and sell a variety of investments, such as stocks, bonds, mutual funds, and ETFs. Whether you're setting aside money for the future or saving up for a big purchase, you can use your funds whenever and however you want. 

You can use your brokerage account to gain access to stocks and other types of investments. Opening a brokerage account is one of the first steps to building your personal investment portfolio.

  • Buy and sell stocks, mutual funds, ETFs, and other securities.

  • Take advantage of potential long-term growth.

  • Set aside money for your retirement, or other goals like college tuition or a down payment.

  • Gain access to investment research, tools, and strategies.


Many investors open a brokerage account to start saving for retirement. However, the flexibility of this type of account means you can withdraw at any time and use the funds for shorter-term goals, too, such as a new house, wedding, or big remodeling project.

Your brokerage account can help you with:

  • Trading stocks

  • Long term investing

  • Retirement savings

  • Other savings goals

What’s more, when you open a brokerage account with Cullen Cioffi, you get to decide how to manage your investments. You can choose to handle your investment on your own, or take advantage of an advisor, or even explore automated investments—with Cullen Cioffi, there are multiple ways to invest, so you can reach your goals according to your own plan.

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