Services

Investment Options Designed to Meet Your Needs

We believe that families must choose advisors with whom they can develop a close and trusting relationship.

Why? Because those who do not are likely to acquire a list of individual investments not suited to their families goals. In selecting the right path your advisor must be knowledgeable on more than investing. He must be sensitive to your needs.

We treat you as people and families not as account numbers!!

Retirement Planning: individual guidance to meet clients needs and goals.

Elder-Care Services: financial management and assistance for older clients with special needs

Estate Planning: strategies to address the transfer of assets to heirs

College Funding: anticipating the cost of education for children and grandchildren

Insurance Services: guidance and recommendations on offering types and amounts of protection needed.

Charitable Giving: providing a platform for supporting benevolent causes

Financial Planning: Strategies provided to accommodate you and your family's current and future lifestyle

Services

Only securities and advisory services offered through Wall Street Financial Group, Inc (WSFG), Registered Investment Advisor, Member FINRA/SIPC. WSFG may only transact business in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in international jurisdictions where WSFG and its registered representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Please see disclosure tab for full additional disclosures.

For Financial Calculators Please visit: http://apps.finra.org/investor_Information/Tools/Calculators/calc_disclaimer.asp

(if you can not access this link, please copy and paste into your browser)