Broker Check

Services

How We Work

There are many financial and insurance products in the market. Choosing the ones that best meet your needs can be complicated. We will meet with you to discuss your individual needs and concerns. Making an informed decision about your financial future will require education, guidance, and a comprehensive suite of solutions. We offer the resources you will need to pursue the goals of your unique situation.

Investments

Stocks & Bonds

Common Stocks

ETFs

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Fixed & Variable Annuity

Seminars

Financial Planning

Wealth Management

Medicare

529 Qualified Tuition Plans

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Health & Life Insurance

Home & Auto

Disability Income Insurance

Long-Term-Care Insurance

Dental Insurance

Travel Insurance

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.

jonglink@pelorusfinancial.com440.991.9991