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.