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.