RETIREMENT & INVESTMENTS

Today, retirement means living longer and enjoying your wealth longer.  Implementing the right strategies now can make a big difference in how comfortable you will be in retirement.  Whatever your expectations may be the experts at Caparo can be a valuable tool to help you prepare financially for what could be the most rewarding time of your life.

Caparo Insurance has partnered with Neal Pettinelli of Providence Financial Services. Through this partnership we can help match growth, income and wealth preservation strategies with the retirement accounts, investments and assets that can help you realize and preserve your financial independence.

  • Needs analysis
  • Individual Retirement accounts (IRAs)
  • Roth IRAs
  • Fixed and Variable Annuities
  • 401k Rollovers
  • Individual investment accounts (Non-Retirement)

Are you a business owner or Benefits Administrator?

Caparo Insurance & Benefits can work with you to implement and oversee a wide variety of retirement plans including:

  • 401k
  • Simple IRA
  • SEP IRA
  • Payroll deducted IRA

We can find the right plan to fit your company.  Retirement plans do not have to be expensive and can help attract and retain valuable employees.

Neal Pettinelli is a registered representative offering securities through The O.N. Equity Sales Company.  Member FINRA/SIPC, One Financial Way Cincinnati, OH 45242 (513) 794-6794.  Caparo Insurance, Providence Financial Services and The O.N. Equity Sales Company are independent, non-affiliated entities.

RECENT BLOG POSTS

RESOURCES

linkedinlinkedin

CONTACT

CALL 610-940-0750 | FAX 610-828-2524

151 E. 10th Avenue - Suite 200, Conshohocken, PA 19428

    Supervisory Branch
    2300 E. Katella Ave, Suite 200
    Anaheim, CA 92806

    Securities offered through Centaurus Financial Inc., member FINRA/SIPC. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in NJ, PA. This e-mail and attachment(s) may contain information that is privileged, confidential, and/or exempt from disclosure under applicable law. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution, or copy of this message is strictly prohibited. If received in error, please notify the sender immediately and delete/destroy the message and any copies thereof. This e-mail was sent in accordance with US Code 47.5.11, section 227. We respect your privacy and pledge not to abuse this privilege. To stop future mailings, please respond by typing “remove” in your reply.

    Providence Financial Services and Centaurus Financial are not affiliated.

     

    © 2021 CAPARO INSURANCE & BENEFITS

    WEBSITE DESIGN BY

    SARAH SHAAK CREATIVE LLC