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Products and Services
What We Do
The Stacy Financial Group is able to address a multitude of needs for our clients. Whether individual investments, joint accounts, Trusts, Retirement Plans or other Employee Benefits, we can help you.
Investments
Stocks
Bonds
Mutual Funds
ETFs
Unit Investment Trusts
Fixed and Variable Annuities
Insurance
Universal Life Insurance
Term Life Insurance
Long Term Care
Buy/Sell Insurance
Estate Planning
Retirement
IRAs
DROP
401(k)/Profit Sharing
403(b)/457(b)
SEP/Simple IRAs
Individual/Joint Ownership
Transfer on Death
Trusts
College Savings Plans
Accounts
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