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, LLC, a Registered Investment Adviser. Securities are offered through Peak Brokerage Services, LLC.  Blackridge Asset Management, LLC and Diversified Financial Solutions are separate and independent entities from Peak Brokerage Services, LLC. Member FINRA/SIPC
 
Investment products and services available only to residents of: AZ, CA, CT, FL, IL, MD, NJ, NY, NC, PA, VA, & MN. We are licensed to sell insurance products in the following states of: AZ, CT, FL, NJ, & NY.