For more than twenty years Ostrofe Financial Consultants, Inc. has provided a diversity of professional services in the areas of investment, tax, retirement, pension, estate, educational funds and insurance planning.At Ostrofe Financial Consultants, Inc., we provide assistance in the following areas:
Products and Services
Investments
- Bonds Common Stock
- Educational IRA 529 Plan
- Mutual Funds Brokerage
- Accounts Traditional IRA
- Roth IRA SEP IRA Simple IRA
- Government Securities
- Variable Annuities Managed Accounts
Insurance
- Disablility Income Life
- Insurance Long Term Care
Financial Planning
- Retirement Plans
- Tax Plans
- 401 (k) Planning
- 403 (b) Planning
- College Plans
- Estate Plans
- Money Management
- Money Purchasing Plans
- Profit Sharing Plans
We value holistic planning
When working with a client’s finances, Ostrofe Financial, Inc. looks at the whole picture. Our approach takes every financial facet of a clients life into account. This includes investments, insurance, retirement, education, taxes: you name it. We include generational planning, meaning that we work with not only our clients, but their entire families, up to five generations!
Ostrofe Financial Consultants, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability, and security to provide financial independence.