Broker Check

Investments & Insurance

André offers a variety of financial products and services that, when combined, create an investment plan that integrates all the critical components needed to fit all levels of risk tolerance, lifestyle goals, and business objectives.

Our investment products include essential elements such as balance, diversification, and tax-deferral options.

Products include:

  • Annuities*
    • Fixed
    • Variable
  • IRAs
    • SEP
    • Simple
    • KEOGH
    • Roth
    • Traditional

Our insurance products* include options such as:

  • Disability Income
  • Life
  • Long Term Care

Our services include assistance in:

  • 401(k) Planning*
  • College Planning (529 Plans and Coverdell ESAs)**
  • Estate Planning**
  • Money Management*
  • Money Purchasing Planning*
  • Profit Sharing*
  • Retirement Planning**
  • Tax Planning**

* Securities and advisory services offered through Cetera Advisor Networks LLC, Member FINRA/SIPC.
** Advisory services also offered through AdvisorNet Financial Group, Registered Investment Advisor.