PROFESSIONAL FINANCIAL CONSULTANTS, LLC

CONNECT

Address:

1289 Route 9, Suite 3
Wappingers Falls, NY 12590

Phone:

914-455-2200

Fax/Other:

914-455-2201

Products & Services

INVESTMENTS

  • Stocks, ETF's - Closed End Funds
     
  • Bonds:
    • Government, Corporate and Municipal Bonds
       
  • Certificates of Deposits
     
  • Mutual Funds:
    • Load and No-Load
    • Institutional Shares
       
  • Separately Managed Accounts
     
  • Variable and Fixed Annuities
     
  • Unit Investment Trusts
     
  • Individual Retirement Accounts:
    • Traditional IRA
    • Roth IRA
    • SIMPLE  IRA
    • SEP IRA
       
  • Business and Corporate Pensions:
    • SAR SEP
    • 401K
    • 403B

SERVICES

  • Management Investment Analysis and Portfolio Construction
     
  • Asset Consolidation
     
  • Wealth Accumulation - Protection and Preservation
     
  • Retirement Income Planning & Lifetime Income Planning
     
  • Personal, Business and Financial Planning
     
  • Retirement Option Analysis
     
  • College Education Planning
     
  • Estate Planning
     
  • Ancilliary Services

INSURANCE

  • Term Life Insurance
     
  • Universal Life Insurance
     
  • Whole Life Insurance
     
  • Variable Life Insurance
     
  • Long Term Care Insurance:
    • Traditional and Hybrid
       
  • Disability Income Insurance

 

*We represent over 14 major insurance carriers

We would be pleased to provide prospectuses and

other material upon request on any investment you are interested.

 

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