Broker Check

Donald C. Reutemann CFP®, RPA

(518) 688-2223

Products & Services

We provide assistance in the following areas:

Investments

  • Mutual Funds
  • ETF's
  • Bonds
  • Common Stock
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Variable Annuity

Financial Services

  • Retirement Planning
  • Profit Sharing Plans
  • Defined Benefit Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Savings Strategies
  • Estate Planning Strategies
  • Money Purchasing Plans

Insurance

  • Life Insurance
  • Long-Term-Care Insurance
  • Disability Income Insurance
 
 

Have A Question?







Thank you! Oops!

Recommended Content

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.