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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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