Services
Services & Partners
How We Work
We specialize in helping individuals develop sound Investment strategies. Please take the time to explore our website and the wealth of information herein. 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 Investing 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.
How We Can Help
Common Stock
Bonds
Brokerage Accounts
Mutual Funds
3rd Party Asset Manage Accounts
529 Plan
Traditional IRA
Roth IRA
SEP IRA
Government Securities
Variable Annuities
Tax Management
Investment Management
Retirement Strategies
Estate Conservation
Tax Plans
College Plans
Profit Sharing Plans
401(k) Planning
Defined Contribution Plans
Life Insurance
Long-Term-Care Insurance
Disability Income Insurance
Please See Quick Links Below
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.
info@brandstongroup.com | 212-229-9591