About Us
Services Offered
Contact Us
 



A complimentary consultation is offered before any discussion of fees. The fee is set at a fixed rate per service or on an hourly basis.

1) Evaluation related to specific goals
         Tax Reduction Strategies 
         Cash Flow Management
         Retirement Funding
         Employer Benefit Analysis
         Education Funding
         Heritage Planning/Asset Transfers
         Elder Care

2) Estate Planning and Administration

3) Divorce Planning

4) Income Tax Preparation

5) IRS Disputes and Representation

6) Small Group Workshops

7) Asset Management


Implementation of an investment is done upon request by the client. Fees are not charged for commission based products

1) Investment Services 
       Money Market Funds 
       Mutual Funds 
       Certificates of Deposit 
       Stocks 
       Corporate Bonds 
       Municipal Bonds    

2) Annuity Programs

3) Long Term Care Insurance

4) Life Insurance

Licensed for investments in the following states:
CA, FL, GA, MA, MD, MN, NC, NJ, NM, NY, PA, SC   

Licensed for insurance in NJ

Securities offered through:
Cadaret, Grant & Co., Inc. Member FINRA & SIPC
One Lincoln Center, Syracuse, NY 13202

P & L Financial Services LLC and Cadaret Grant & Co., Inc. are separate entities.

 
Top