The company offers investment services and financial advice, focusing on securities and retirement planning. They emphasize that investments involve risk and past performance is not indicative of future results. The company does not provide customer service through social media and advises clients to contact their office directly for specific account inquiries. They are not affiliated with any social media website and do not endorse or accept responsibility for third-party content. The company also highlights that "likes" and comments on social media should not be considered as a reflection of client experiences or future performance.