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. At Guzzetta Financial Associates, we provide assistance in the following areas:

 

 

Investments

 

 
  • Bonds
  • Common Stock
  • Educational IRA
  • Mutual Funds
  • ETF's
  
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
  
 

Financial Planning

 

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

Insurance

 

 
  • Life Insurance
  • Long Term Care Insurance
  
  • Key-Man Insurance
  • Buy-Sell Insurance