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Our Services

At Torres Financial, we provide expert assistance in the following areas:

Investments

 

Our team of experienced advisors wants to ensure that you get the best return possible on your investments. We take the time to research various investment options, and carefully monitor the markets to make sure we can stand by our advice.

  • Investment/Money Management Services
  • Advisory Services
  • Corporate Retirement Plans
  • Financial Planning Services
  • Financial Seminars 
  • Annuities
  • Fixed Annuities
  • Variable Annuities
  • SEP- Self-Employed Pension Plan
  • Simple IRA
  • Education IRA
  • Roth IRA
  • Traditional IRA
  • Common Stock
  • Full Services Brokerage Accounts
  • Government Securities
  • Check Writing
  • Debit Card Transactions
  • T-Bills
  • T-Notes
  • Bonds- Government & Corporate
  • Insurance Products
  • Alternative Investments

 

Financial Planning

 

Here at TFS, we understand that it can be a daunting task to create a plan for your financial future. That’s why we make it our job to guide you step-by-step through the process of creating a financial plan tailored to your situation. Once we’ve created a plan, we continue to help you maintain those goals along the way. We offer these services to help you manage your finances:

  • Money Management
  • Retirement plans
  • 401 (k) planning
  • Money purchasing plan
  • Profit sharing plan.
  • Estate planning
  • Financial Planning
  • College Planning
  • 454 Planning
  • 403 (k) Planning

 

Insurance

 

Life is unpredictable, and making plans for the future can be very difficult not knowing what to expect. Our team works hard to make sure you are financially prepared for the unforeseen circumstances of life. We offer a variety of options to suit your many needs, including:

  • Individual
  • Group
  • Health
  • Life
  • Disability
  • Long-Term Care
  • International Health