Our Services
Are you having second thoughts about your retirement savings or your current investments? A personal financial advisor on the Lamberti & Associates team will walk you through a step-by-step process that will help make you feel confident in your decisions.
Individual members of our team can help you execute a sound financial program utilizing the following services:
- Retirement strategies -- Traditional IRAs, Roth IRAs, Inherited IRAs, IRA Rollovers
- Employer Benefits -- 401k Plans, Simple and SEP IRAs, Wellness and Prevention Plans
- Tax management -- Tax advantaged investments and 1031 Exchanges
- Insurance and Annuities -- Life, Long Term Care, Fixed and Variable
- Estate Conservation and Trust Services
- Educational Seminars
The types of financial products offered to clients may include:
- Mutual Funds
- Exchange traded funds (ETFs)
- Fee-Based Managed Accounts
- Individual Securities: Stocks and Bonds
- Direct Participation Programs such as Non-Traded REIT's
- Limited Partnerships for Equipment Leasing, Oil and Gas
- Private Placements that include Equity and Debt Offerings
- Annuities including Variable, Fixed and Indexed
- Whole Life Insurance including Variable and Universal
- Term Life Insurance
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