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Our Services

At The Financial Specialists we provide expert assistance in the following areas:

Investments

  • Stocks
  • Bonds
  • Mutual Funds
  • CD’s
  • Unit Investment Trusts
  • 529 Education Plans
  • Educational IRA
  • Roth IRA
  • Direct Participation Programs
  • Annuities

Financial Planning

  • Retirement Plans
  • Personal Plans
  • College Plans
  • Estate Plans

Business Services

  • 401k Plans
  • Simple/SEP IRA
  • Group Life/Disability
  • Group Health Insurance
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
    • Term
    • Whole Life
    • Universal Life
    • Indexed Life
    • Survivorship Life
    • Long Term Care Insurance