Many Financial Services, One Resource.
When you retain the services of an independent financial professional, the benefits are enormous: You not only have access to some of the world’s largest, most prestigious firms, but you get highly personalized, unbiased service from an expert who works on behalf of your best interests – not the companies’.
I provide a convenient, one-stop resource for many of your most important financial needs, including tax consulting, investment counseling, and insurance services.
Each is outlined below.Tax Services
- Individual tax-return preparation (IRS and all 50 states)
- Small-business tax-return preparation
- Estate-tax returns
- Year-round tax consulting
Investment Services
- Clearing through Cadaret, Grant, one of the largest, truly independent broker/dealers in the country
- All securities accounts are covered by SIPC*
- Your choice of fee-based or standard brokerage accounts
- Services and offerings include:
- Full-service stock brokerage
- Tax-free municipal bonds
- Mutual funds
- Variable annuities
- Investment-portfolio management
- Estate and trust management
- Pension plans for small and large companies
- 401(k) rollovers
Insurance Services
Representing all major insurance companies and products, including:- Fixed annuities
- All forms of life insurance
- Long-term health insurance (nursing home)
For more information about my firm or to schedule an appointment, contact me today at 732-349-4246.