Broker Check

Services


Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Stocks/Bonds

Mutual Funds/Investment Trusts

Fee-Based Accounts

Third Party Money Managers

Variable Annuities

Retirement & Educational Plans

IRA/Roth IRA

SEP/Simple IRA

403B/401K

Buy Out/Separation Analysis

529 Plans

Insurance/Risk Management

Life

Health

Long Term Care

Disability

Indexed/Fixed Annuities

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Brian.Freeman@securitiesamerica.com |  732-308-9447