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
   
 

 

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck