Broker Check

Products & Services

We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Taxes and Preparation

(Taxes and Preparation Conducted by Massoglia Tax Services)

  • Individual Tax Preparation
    • 1040 Review
    • Forward Tax Planning
    • Individual Tax Preparation
  • Small Business Tax Preparation
    • Sub Chapter "S"
    • Partnerships
    • "C" Corporations
    • Sole Proprietorships

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance