Financial Design Group: Financial Planning & Investment Management

9600 Main Street, Suite 5
Clarence, NY 14031-2002
Phone:   (716) 759-9606
Fax:       (716) 759-9607

rcohen@
americanportfolios.com

 

 

 

 

 

 

 

 

 

Investments

Securities offered through American Portfolios Financial Services, Inc.
Stocks
Bonds
Mutual funds
Retirement plans (see below)
Annuities - fixed and variable
Structured settlements
Tax Free Bonds (tax free bonds may be subject to AMT)
CD's


Insurance

Term life
Variable life
Universal life
Whole life
Disability
Long-term care
Business continuation


Planning services

Estate planning
Tax planning
Retirement planning
College savings
Charitable Gifting


Retirement Plans

Regular, Roth, Education IRA's
401(K)'s
Simple IRA'S
Sep IRA'S
Money purchase and profit sharing plans



Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC
Advisory Services Through American Portfolios Advisors, Inc.
Robert B. Cohen is Securities Licensed in CA, FL, NH, NJ & NY