Please contact us today for a free initial consultation.

941.358.9119   |   larry@plusfinancial.com 

We do NOT trade in options or commodities, nor do we recommend day trading. These markets can be very lucrative for some investors, but remember there are more losers than winners in this game after the “house” takes its cut (i.e. commissions, spreads, fees, etc.) Sounds too much like betting at the track, which we also do not recommend as a financial strategy.

PLUS Financial Services, Inc. is a registered Investment Advisor with the Florida Department of Banking and Finance. All assets are personally managed by Larry Duguay, the President of the company. Florida file number 048724.

Investments

Our Investment Philosophy 

We realize that each investor’s own goals, time horizons, risk tolerances, among other things, must be considered to create the optimum portfolio. However, these general statements hold true for all of our investment recommendations.

We advise a long term approach to investing. Aside form the obvious tax benefits, when we recommend stocks, we look for financial strength, potential for increased income, and leadership in a strong sector. All of these attributes dictate a long term position. Of course, unexpected negative news is always a reason to review your asset mix and portfolio and make changes if necessary.