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

Retirement

 

IRAs

DROP

401(k)/Profit Sharing

403(b)/457(b)

SEP/Simple IRAs

Insurance

 

Universal Life Insurance

Term Life Insurance

Long Term Care

Buy/Sell Insurance

Estate Planning

 

Individual/Joint Ownership

Transfer on Death

Trusts

College Savings Plans

Accounts