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Sarah's Place Blog

401(k) Rollover

401(k), IRA, Roth IRA?

Simplify your life today with a Place Trade rollover IRA!

Business Retirement Plans

SEP, SIMPLE, 401(k)'s, Profit Sharing and More.

Option Education

Learn the terminology, and understand the risks.

*Broker-assisted, Limit and Full Service orders are additional. Please see our Commission Schedule for further details.

Highlights

Rollover Your 401(k) Learn More About the Place Trade IRA

Open an Account

Opening a Place Trade Account is as Easy as 1, 2, 3!

Advice & Planning

Free Financial Newsletter

Securing your financial future requires focus and planning. Minimize your worries and let Place Trade Financial develop a comprehensive investment plan for your financial security. Take a step in the right direction.

Click here if you are interested in receiving a copy of our free online newsletter.

Fixed Income

Online Features

For an appropriate balance of investments in your portfolio or to learn more about our featured bond products and access other fixed income opportunities contact one of our specialists at: 1-800-50-PLACE.

Unlimited Real-time Stock, Option, & Mutual Fund Quotes
Our easy-to-use online screens are built for investors who want speedy page-to-page navigation, easy viewing, and market data. Customization and portfolio management are just a few of the additional online features.

Cash Management Services

Spend more time monitoring your investments and less time managing your cash. Priority and Priority Plus accounts help you simplify the way you manage your money and easily assess your overall financial status. Check writing, Visa cards and online bill payment are just a few of the available features.