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