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