Services Offered

At AdvisorSquare Financial, we begin with an in-depth evaluation of your current financial situation. Each client is at a different stage in life, and we offer financial advice tailored to you. That's why once we've established your overall objectives, we'll focus on your specific goals and how we can help you get there. 

With changing economic conditions and current market swings, we advocate investing over the long term—and having an adequate level of insurance coverage. We'll work closely with you to ensure you're comfortable and confident in the financial guidance we suggest.  

We have the requisite resources and an experienced team to help you with:

Financial Planning:

  • 401k retirement rollover consulting
  • Pension, profit sharing, 401k, SIMPLE IRAs*
  • Supplemental executive retirement plans
  • Business succession planning
  • Business seminars: provide employee education on investing,
  • Roth IRAs, rollover options
  • Estate planning: estate conservation, trusts
  • Tax consulting: review for possible tax reduction strategies
  • Charitable giving
  • Financial planning strategies
  • College funding plans: education IRAs / 529 savings plan*
  • Roth and Traditional IRAs
  • Risk management
  • Insurance planning: review and recommendations
  • Cash management


  • CDs
  • Money Market
  • Bonds
  • Government Securities
  • Municipal Bonds: tax-exempt / taxable
  • Mutual Funds: large selection of fund families
  • Individual Stocks
  • REITs: Real Estate Investment Trusts
  • UITs: Unit Investment Trusts
  • Annuities: fixed / variable


  • Life Insurance: fixed / variable
  • Disability Income Insurance
  • Long Term Care Insurance
  • Dental Insurance
  • Health Insurance: short / long term
  • Vision Benefit Plan
  • Travel Insurance
  • Final Expense Trusts