General and Specific Services

 

While developing a customized financial program, we will walk you through a step-by-step process designed to help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:


Services in General

  • Tax management
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and Annuity products
  • Brokerage Services and Products

My Services

  • Asset Management
  • Taft-Hartley Plans
  • Wealth Management
  • Estate Planning Strategies
  • Philanthropic Services
  • Endowments and Foundations
  • Corporate Pension Funds
  • Private Banking
  • Family Financial Consulting
  • Lending Services
  • Alternative Investments
  • Corporate 529 Plans
  • Structured Equity and Fixed Income Products
  • Life Insurance
  • Long Term Care Insurance (National)
  • New York State Partnership Plan for Long Term Care Insurance
  • Short and Long Term Disability Insurance
  • Retirement Planning
  • Financial Planning
  • Managed Futures
  • 529 Plans
  • Corporate Executive Services
  • Tax Free Municipal Bonds and Taxable Fixed Income
  • Qualified Plans
  • Personal Checking or Bank Deposit Program - FDIC Insured up to $1.5 Million
  • Business Checking or Bank Deposit Program - FDIC Insured uo to $1.5 Million
  • Personal or Business CD Accounts
  • Variable Annuities/Variable Life Insurance
  • Fixed Annuities/Indexed Annuities
  • Travel/Travel Accident Insurance (All 50 States)
  • P & C Baggage Insurance (All 50 States)

 

  • CD's are FDIC insured up to $250,000 per Financial Institution
  • Investments are Not FDIC Insured -  No Bank Guarantees -  May Lose Value
  • Securities America and its representatives do not provide  tax or legal advice