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Our Products & Services

The following are the products and services provided by Professional Financial Consultants, L.L.C.

INVESTMENTS
Mutual Funds
Small Business Retirement Plans
Common Stocks
Simple IRA
Bonds
Sep IRA
Exchanged Traded Funds
Traditional IRA
Variable Annuities
Roth IRA
Fixed Annuities
College Savings 529 Plans


SERVICES
Comprehensive Financial Planning
Retirement Income Planning
Estate Planning
Customized Portfolio Management
Pension Maximization

INSURANCE
Life Insurance (Including Universal, Term, & Variable)
Disability Income Insurance
Long Term Care Insurance

We represent over ten major insurance carriers.We will be glad to provide prospectuses and backup of any nature upon request for any of the above mentioned products or services.We look forward to being of service and helping you achieve your financial goals and objectives.
 


334 Underhill Ave., Bld 2-D - Yorktown Hts, NY 10598 Phone: 914.455.2200 - Fax: 914.455.2201

Securities offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. The following are states in which we are registered: CA, CO, CT, DE, FL, GA, NC, NJ, NM, NY, PA, RI, VA, TX.

Professional Financial Consultants and Cadaret, Grant are separate entities

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