Products and Services offered through ARU Business Services, P.A.:
- Tax Strategies for Individuals and Business Owners
- Tax Preparation
- Accounting and Financial Statement Preparation
- Business Planning
- Wealth Management Services
- Retirement Planning
- Risk Management/Insurance Planning
Products and services offered through Cetera Financial Specialists LLC:
- Financial Investments*
- Designing investment strategies to meet the client`s long term goals
- Saving for retirement (including 401(k) plans, IRAs, Roth IRAs, Annuities, SEP, Simple)
- Profit sharing plans
- Educational Savings
- Life Insurance, Long Term Care Insurance
* Note: Mutual funds and other investment products are not insured by the FDIC, or any other Government agency, are not deposits or other obligations of, or guaranteed by, any bank or affiliate and are subject to investment risks, including possible loss of principal amount invested.
