Products & Services
At Diversified Financial Solutions, we provide assistance in the following areas:
 
Retirement Planning
  • Traditional IRAs
  • Roth IRAs
  • 401(k) Plans
  • 403(b) Plans
  • Direct Rollover of 401(k) & 403(b) Plans
  • Variable & Fixed Annuities
 
Wealth Accumulation
  • Mutual Funds
  • Individual Stocks & Bonds
  • Brokerage Accounts
  • Fee-Based Asset Management
  • CDs & other Bank Products
  • Money Market Accounts
  • Variable & Fixed Annuities
  • REITS (Real Estate Investment Trusts)
  • Limited Partnerships
 
Education Planning
  • 529 College Plans
  • UTMAs
  • Coverdell Education Savings Accounts
 
Insurance
  • Disability Income Insurance
  • Term, Universal Life, Whole Life & Variable Life Insurance
  • Long Term Care Insurance
  • Health Insurance
 
Small Business Planning
  • Single K Plans
  • SEP-IRA Plans
  • SIMPLE IRAs
  • Profit Sharing / 401(k) Plans
  • Defined Benefit Pension Plans
  • Group Health Insurance
  • Group Long Term Care Insurance
 
Other Services
  • Comprehensive Financial Plans
  • Asset Allocation
  • Portfolio Analysis & Review
  • Tax Reduction Strategies
  • Charitable Giving Planning
  • Estate Planning Strategies
  • Credit Report Cleanup & Repair
 
If you would like to know more about our Products & Services, please contact us at (631) 758-8691.
 
 
 
Advisory Services offered through Blackridge Asset Management, a Registered Investment Adviser. Securities offered through Peak Brokerage Services, LLC.  Diversified Financial Solutions is a separate and independent entity from Peak Brokerage Services, LLC. Member FINRA/SIPC. Securities services offered through Diversified Financial Solutions.  
 
Investments products and services available only to residents of: AZ, CA, CO, CT, DC, FL, HI, IL, IN, MA, MD, MN, MO, NE, NC, NJ, NY, NM, OH, PA, SC, VA, WA, WI.  We are licensed to sell insurance products in the following states of: FL,  NJ, NY.