Our Services

There are many financial products in the market, and so choosing the ones that best addresses an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation. At Bevilacqua Associates, we provide assistance in the following areas:

Investments

• Bonds
• Common Stock
• Brokerage Accounts
• Treasury Bills
• Government Securities
• Treasury Notes
• Annuities
• Mutual Funds

Insurance

• Life insurance
• Long-term care, disability and critical illness

Retirement & Financial Planning

Retirement:

• Individual Retirement Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Educational IRA
• 401(k) Plans
• 403(b) Plans

Financial:

• 529 Qualified Tuition Plans
• Estate Plans
• Tax Plans
• Mortgages/Home Equity
• For Business Owners
• Charitable Giving/Trusts