Our Offerings and Services
Crescendo Finance offers a full range of financial and investment services to meet your personal and business goals. Each of our services provides you with an opportunity to meet your financial objectives.
| Offerings
- Large, Mid and Small Cap Stock (No penny stock)
- Bonds
- Mutual Funds
- Annuities
- Life Insurance
- Real Estate Investment Trusts
- Spiders
- Exchange Traded Funds
- Roth IRAs
- Traditional IRAs
- Inherited Roths and IRAs
- Transfer on Death Accounts
- Joint and Single Accounts
| | Services
- Portfolio Management
- Bond Laddering
- Limit Order Sell Strategy
- 1035 Exchanges
- Estate Planning
- College Planning
- 403B Rollover into IRAs
- 401K Rollover into IRAs
- Referral to CPAs
- Referral to Trust Attorneys
- Year End Gain/Loss Strategy for tax savings
| |
Call or contact us today for a financial analysis - 440-527-0672.
