Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

 

  • Advisory services
  • Portfolio reviews
  • Financial and Estate Planning
  • Investment (fee-based) management
  • Stocks, Bonds, Mutual Funds and ETF's
  • Retirement strategies 
  • Life Income strategies
  • Estate conservation strategies
  • Wealth transfer and preservation strategies
  • Conversion of stock certificates to 'in street name' brokerage accounts
  • Insurance and annuity products ( fixed and variable )
  • Insurance policy reviews and exchanges
  • Probate/Estate Accounts 
  • Tax-advantaged investments
  • Business (employer/employee) retirement plans
  • Retirement (IRA, 401k, 403b, 457 and pension) account rollovers
  • Interest bearing personal and business checking accounts by EVERBANK
  • CD's, money market accounts and mortgage loans by EVERBANK

Securites America and its representatives do not provide tax or legal advice. Please consult with the appropriate advisor regarding your personal situation prior to acting on any information.