Our Services

Our Services

There are many financial products available in the market, so choosing the ones that best meet your needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of your needs and goals.  After your initial consultation, you will be better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Our products and services include:


  • Mutual funds
  • ETF’s
  • Munis
  • Stocks
  • Bonds
  • CD’s and more


  • Life
  • Health
  • Medicare supplements
  • Annuities
  • Long-term care


  • 401(k)
  • 401(b)
  • SEP
  • IRA plans


  • Consultation and preparation for individuals, businesses and estates


Osaic Wealth Form CRS

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.  Osaic Wealth does not provide tax or legal advice. 13 Bridgeville Road Georgetown, DE 19947

This communication is strictly intended for individuals residing in the states of CA, DE, FL, GA, MD, NJ, NY, PA, TX and VA. No offers may be made or accepted from any resident outside the specific state(s) referenced. 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

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