Individual Services and Products

Services for IndividualsIndividual Products Handled

Learn more about...
Building your
financial future on a
foundation of trust...
  • Individual Financial Planning
  • Retirement Planning
  • College Planning
  • Beneficiary/Inheritance Planning
  • Spousal Survivorship Planning
  • Mutual Funds and Annuities
  • Fee-Based Investment Advisory Service
  • Retirement Accounts: IRA Rollovers, Roth IRA's and Beneficiary IRA's
  • College Savings 529 Plans
  • Health Insurance
  • Medicare Plans (Medicare Supplements, Medicare Advantage Prescription Plans and Assistance with EPIC Enrollment)
  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
Securities and advisory services offered through Registered Representatives of Cadaret, Grant &Co., Inc., Member FINRA/SIPC
Supervising Branch: 1173 Chestnut Ridge Rd., Kirkville, NY 13082 (315) 687-3557
Cadaret, Grant and Chandler & Edem Financial Consultants are separate entities.