Products & Services
At Curtin Financial Services, we provide assistance in the following areas:
Products:
- Brokerage Accounts
- Trust Accounts
- IRA Accounts (Traditional, Roth, SEP, SIMPLE, Educational)
- Separately Managed Accounts
- Hedge Funds
- Commodities
- Common Stocks
- Preferred Stocks
- Institutional level money managers
- Load and No-Load Mutual Funds
- Exchange Traded Funds (ETF’s)
- Closed End Funds
- Unit Investment Trusts (UIT’s)
- Real Estate Investment Trusts (REIT’s)
- 401(k) plans
- Defined Benefit Plans
- 529 College Savings Plans
- Treasury Bills, Bonds, and Notes
- CD’s
- Federal Agency Bonds
- Municipal Bonds
- Corporate Bonds
- 412(i) Retirement plans
- Immediate Annuities
- Fixed Annuities
- Variable Annuities
- Life Insurance
- Long Term Care Insurance
- Disability Insurance
Services:
- Financial Planning
- Retirement Planning
- College Planning
- Income Distribution Planning
- Trust & Estate Planning Services
- Business & Business
- Succession Planning
- Asset Protection
- Banking Services (checking, savings, money markets, credit cards, mortgages)
- 1031 Exchange Programs
- Oil & Gas Drilling Programs
- Equipment Leasing Programs