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

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.