Products and Services

I provide assistance in the following areas at Jeffrey B. Stoll, CPA, CFP^® on a commission and fee basis:

Investments

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Fee-Based Asset Management Services
Mutual Funds
Stocks and Bonds
ETF Investment Strategies

Retirement Planning

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IRAs
401(k) Plans
Pension/Profit Sharing Plans
SEPs
Simple Plans
Comprehensive Financial Planning

Estate Planning

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Insurance Needs Analysis
Business Ownership Succession Plans
Charitable Remainder Trusts

Insurance

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Fixed and Variable Life Insurance
Disability Insurance
Long Term Care Insurance
Fixed and Variable Annuities