Broker Check

My Services

At Alex Zourides, CFP Inc., I provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • Mutual Funds
  • Managed Money
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax Planning strategies
  • 401k 
  • 403b 
  • College Planning
  • Estate Planning Strategies
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance

Tax Planning

  • Individual Tax Preparation
  • Corporate Tax Preparation
  • Estate & Trust Returns
  • Payroll
  • Sales Tax

Tax advice and accounting services are offered independently of Equity Services, Inc.