Individual Services and Products

Services for IndividualsIndividual Products Handled

Learn more about...

Building your

financial future on a

foundation of trust...

• Individual Financial Planning
  

• Retirement Planning
  

• College Planning
  

• Beneficiary/Inheritance Planning
  

• Spousal Survivorship Planning
  

• Mutual Funds and Annuities
  

• Fee-Based Investment Advisory Service
  

• Retirement Accounts: IRA Rollovers, Roth IRA's and Beneficiary IRA's
  

• College Savings 529 Plans
  

• Health Insurance
  

• Medicare Plans (Medicare Supplements, Medicare Advantage Prescription Plans and Assistance with EPIC Enrollment)
  

• Life Insurance
  

• Disability Insurance
  

• Long-Term Care Insurance
  

Services for Businesses

Securities and advisory services offered through Registered Representatives of Cadaret, Grant &Co., Inc., Member FINRA/SIPC

Supervising Branch: 1173 Chestnut Ridge Rd., Kirkville, NY 13082 (315) 687-3557

Cadaret, Grant and Chandler & Edem Financial Consultants are separate entities.