Insurance. Education Savings. Retirement Plans and More.

 

Planning and Investment Solutions For Individuals.

 

 

“The Ffriend Enterprises team created a personalized plan that helps me pay for my child's college costs and build savings for my retirement.” 

P. Lee, New York, NY

 

What is your plan? Whether you are just starting out or currently saving for the future, you need a defined plan to help secure your financial goals.

To navigate fluctuating market opportunities and maximize your potential for success you need an experienced financial partner – one who will plot a path that helps you achieve short and long term goals for you and your family.

Whether you are seeking solutions to save for major purchases such as a home or education, secure insurance plans that protect yourself and your family, or build retirement and estate savings that provide continued wealth for your future, Ffriend Enterprises can provide an actionable plan that works for your needs. 

Our Suite Of Services Include:

  • Insurance Evaluation and Planning (Life, Medical, Disability, Long-Term Care)
  • Risk Evaluation and Analysis
  • Investment Consultation and Services
  • Education Funding Plans (ie: 529)
  • Major Purchase Funding Plans
  • Retirement Planning
  • Family Security and Estate Options
  • Tax Impact Consultation
  • Charitable Giving Consultation

 

Start On Your Path... To learn more and start on the path to achieving your financial goals, please contact us to schedule a consultation. Helpful Tip: To ensure your time is well spent during your consultation, please view the Consultation Guide to learn recommended information and documents to bring to the meeting. 

 

Learn More...  Click below and download information on how Ffriend Enterprises can help plan for your financial future.

 


Registered Representative(s) of and securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA, SIPC, a Broker/Dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entitiy. 

 

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