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.

Products & Services

At Ostrofe Financial Consultants, Inc., we provide assistance in the following areas:

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