The professionals at Cangelosi Wealth Management, can provide assistance in the following areas:
Investments:
- Managed Money Accounts
- Mutual Funds
- Stocks
- Bonds
- Treasury Notes
- Brokerage Accounts
- Exchanged Traded Funds
- Fixed and Variable Annuities
- Government Securities
- Treasury Bills
Financial Planning:
- Retirement Solutions
- Roth IRA401k’s
- Profit Sharing Plans
- SEP Plans
- Fixed Annuities
- Traditional IRA
- 403b’s
- Single K’s
- SIMPLE Plans
- Variable Annuities
Insurance:
- Life Insurance: Term Life Insurance and Universal Life
- Health Insurance: Individual and Company Sponsored; Medicare Supplement and Advantage Plans
- Health Saving Accounts
- Disability Insurance
- Long Term Care Insurance
College Planning:
- 529 Plans
- Educational IRA
- UTMA/UGMA accounts
Estate Plans:
- Financial Plans Created for all Stages of a Client’s Life
