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What Are the Things We Can Help You With?

*Through Cynthia Pellegrino's affiliation as a registered representative of Fortune Financial Services she offers the following services

**Through Cynthia Pellegrino's affiliation as an Investment Advisory Representative with Prosperity Wealth Management she offers the following services:

Investments

  • Bonds*

  • Common Stock*

  • Educational IRA*

  • Traditional IRA*

  • Roth IRA*

  • SEP IRA*

  • Simple IRA*

  • Brokerage Accounts*

  • Treasury Bills*

  • Government Securities*

  • Treasury Notes*

  • Variable Annuity*

  • Equity Index Annuities*

Financial Planning

  • Retirement Income Plans**

  • Social Security Maximization Planning**

  • Employee Benefit Planning**

  • Tax Plans**

  • 401 (k) Planning

  • Investment Management**

  • 403 (b) Planning

  • College Plans

  • Estate Plans

  • Money Purchasing Plans*

  • Profit Sharing Plans*

  • Business Exit Planning**

Insurance

  • Disability Income Insurance

  • Life Insurance

  • Long Term Care Insurance

  • Fixed Annuities

  • Immediate Annuities

Taxes

  • Tax Preparation Services for Individuals, Couples, and Businesses

  • Tax Planning

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck