Our Services

Our  Servicess Include:

Investment Solutions:

  •  Separately Managed Fee Based Accounts
  •  Mutual Funds
  •  Variable Annuities, Fixed/Index Annuities 
  •  Alternative Investments 
  •  REIT's, Direct Participation
  •  IRA's, ROTH IRA's, 529 Plans, etc. 
  •  401k and Retirement Plan Rollovers
  •  IRA Rollovers 
  •  Tax Advantaged Programs
  •  Investing for Income

Tax Services:

  •  Personal Tax Return Preparation and Small Corporate Returns
  •  Research and Tax Opinion
  •  IRS Notice Response

Retirement

  •  Personal Financial Reports
  •  Retirement Income Planning and projections
  •  Net Worth Statements

Ancillary Services:

  • 2nd opinions on investment advice you've received
  • Life Insurance
  •  Long Term Care/Health/Medicare Supplement - Strategic Partner -   Joe Varabkanich http://www.cannarozziagency.com/
  • Social Security Choices
  • Ramsey debt reduction strategies.