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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
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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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