Investment Services

When considering an investment adviser it's comforting to know that a broad range of products are available to help you achieve your goals. Sound Crest Financial Services rises above the rest through it's unique expertise utilizing a wide range of financial products, services and strategies.

Investment Services

• Corporate Bonds 
• Common Stock 
• Preferred Stock 
• Educational IRA 
• Traditional IRA 
• Roth IRA 
• Simple IRA 
• Individual Brokerage Accounts 
• Mutual Funds 
• Government Securities 
• Variable Annuities 
• ETF (Exchange Traded Funds) 
• Fee based investment planning *
• Fee based Investment Advisory*
  
  *Through Investacorp Advisory Services

Financial Planning Strategies

• Tax efficient investment strategies 
• 403 (b) Analysis 
• 401 (K) Plans Rollovers 
• Estate Planning Strategies 
• Divorce Planning Strategies 
• Business Buy out settlements 
• Profit Sharing Plans

Insurance Services

• Life Insurance
• Long Term Care Insurance
• Disability Insurance Planning