Products and Services

At Bucci Financial Services, we provide assistance in the following areas:

Products 
 
Investments
* Professionally Managed Accounts                                      
* Stocks                                                         
* Bonds                            
* Mutual Funds                                         
* Annuities                                                    
* IRA’s
* Roth IRA’s
* CD’s – FDIC insured offered through EverBank
* Money Markets
 
Insurance
* Life Insurance
* Disability Insurance     
* Long Term Care Insurance
 
 
Services 
         
* Investment Advisory Services
* Portfolio Design
* Rollovers
* Retirement Planning
* College Planning
* Estate Planning
* Business Continuation Planning
* Qualified Plans (i.e. 401K, SIMPLE-IRA, SEP-IRA)
* Charitable Planning
 
Speaking Engagements
* Available to conduct comprehensive retirement seminars
* Customized seminars for your group, company or organization