Broker Check

Services

At Crescenzo Financial, Inc., we provide expert assistance in the following areas:

Investment Services

  • Active Investment Management
  • Asset Allocation
  • Bonds
  • Brokerage Accounts
  • Educational Savings Plans
  • Traditional & Roth IRA
  • Fixed Annuities
  • Variable Annuities
  • Real Estate Investment Trusts (REITS)
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Interval Funds

Financial Planning

  • Retirement Plans
  • College Plans
  • Estate Plans
  • Wealth Management
  • Legacy Planning
  • Asset Protection
  • Estate Preservation

Insurance

  • Disability Income
  • Low Cost Life
  • Health – Group/Individual
  • Long Term Care
  • Over the Border Health Insurance

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