|
Financial Consultation:
Jay is a financial consultant with Farmers Financial
Services
in Cypress. He has been a registered stockbroker for over
10 years and assisted clients with all their investment needs.
He specializes in retirement planning and savings for education.
He can help you with the following:
|
|
Individual Retirement Accounts
(IRA’s) – Traditional, Roth, and Rollovers |
|
|
Self Employed and Employer
Group Plans –
Simplified Employee Pension (SEP) Plan, Simple IRA’s,
Age Weighted and New Comparability Plans, 401k’s,
Super Comparability 401k and Safe Harbor 401k, 403b’s,
and Pension Plans (Money Purchase or Profit Sharing) |
|
|
Plans for Tax Reduction or
Deferral |
|
|
Savings for Education –
Coverdell ESA’s (formerly Ed IRA’s) or 529 Plans |
|
|
Savings for Emergencies (Rainy
Day Plan) |
Jay is also experienced in Estate Planning and can help you
set up a “Living Trust”.
Farmers Financial Services:
Farmers has been in the Financial Services business since
2000
and has offices across the country. Farmers
is a member of the FINRA
and SIPC. Farmers is a full service
financial services company and can assist you in purchasing mutual funds,
life insurance, and annuities. If you would like to know more about
Farmers please contact Jay at 714-816-2924.
Registered Representative
Farmers Financial Services
Farmers Financial Solutions, LLC
5155 Ball Road
30801 Agoura Road, Bldg 1
Cypress, California 90630
Agoura Hills, California 91301-2054
714 816-2924
818 584-0200
714 816-2999 fax
|
