What Are the Things We Can Help You With?

*Through Cynthia Pellegrino's affiliation as a registered representative of Fortune Financial Services she offers the following services

**Through Cynthia Pellegrino's affiliation as an Investment Advisory Representative with Prosperity Wealth Management she offers the following services:


Investments



  • Bonds*
  • Common Stock*
  • Educational IRA*
  • Traditional IRA*
  • Roth IRA*
  • SEP IRA*
  • Simple IRA*
  • Brokerage Accounts*
  • Treasury Bills*
  • Government Securities*
  • Treasury Notes*
  • Variable Annuity*
  • Equity Index Annuities*



Financial Planning



  • Retirement Income Plans**
  • Social Security Maximization Planning**
  • Employee Benefit Planning**
  • Tax Plans**
  • 401 (k) Planning
  • Investment Management**
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans*
  • Profit Sharing Plans*
  • Business Exit Planning**



Insurance



  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Fixed Annuities
  • Immediate Annuities



Taxes



  • Tax Preparation Services for Individuals, Couples, and Businesses
  • Tax Planning