At Velocity Advisors, we provide assistance in the following areas:
Investments
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Variable Annuities
- Brokerage Accounts
- Educational IRA
- Bonds
- Common Stock
- Treasury Bills
- Government Securities
- Treasury Notes
Financial Planning
- Retirement Plans
- Tax Plans
- 401k Planning
- 403b Planning
- College Plans
- Estate Preservation
- Money Management
- Money Purchasing Plans
- Profit Sharing Plans
Insurance
- Life Insurance
- Disability Income Insurance
- Long Term Care Insurance
- Individual Health Insurance
- Group Health Insurance