Our Services

We are independent agents handling mutual funds, life, disabilty and long-term care insurances, tax deferred, fixed and variable annuities and automatic savings programs. Our service includes retirement and end of life counseling, estate planning, investment counseling and portfolio monitoring. We establish or transfer all types of IRA's, corporate and self-employed pension and profit sharing plans, TDAs, 401(k)s, and 529 college savings plans.

We are experienced in the evaluation and implementation of the important areas of financial planning. We specialize in the coordination of the financial and psychological aspects of estate planning.

Securities offered through American Portfolios Financial Services, Inc. member FINRA (Financial Industry Regulatory Authority, Inc.), SIPC (Securities Investor Protection Corporation). American Portfolios is securities licensed in all 50 States, The District of Columbia and Puerto Rico.