Individual Services and Products
Services for IndividualsIndividual Products Handled
financial future on a
foundation of trust...
- Individual Financial 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
- Medicare Plans (Medicare Supplements, Medicare Advantage Prescription Plans and Assistance with EPIC Enrollment)
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.