Products and Services

 

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


We are experienced in the coordination of the financial and psychological aspects of estate planning, and specialize in risk evaluation and time management.

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.