Services

   

Services

As there are many financial products in the market, choosing the ones that best meet a client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of your needs and goals. We will guide you through this process.  As a result, you will be better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • Retirement Planning
  • Wealth Accumulation
  • ERISA Retirement Plans/ SEP-IRAs/ Roth IRAs
  • 529 Qualified Tuition Plans
  • Estate Planning
  • Life Insurance Consulting
  • Long-Term Care Insurance Consulting
  • Annuities

Investment Advisory Services offered through Securities America Advisors, Inc., an SEC registered investment advisory firm. Ronald S Zweig, Registered Investment Advisor Representative. 

Securities offered through Securities America, Inc. Member FINRA/SIPC.  Ronald S Zweig Registered Representative.  Securities America companies and R S  Zweig Financial Advisors LLC are independent non-affiliated entities.

 Please remember to contact R S Zweig Financial Advisors LLC if there are any changes in your financial situation or investment objectives, or if you wish to impose, add or modify any reasonable restrictions to our investment management and advisory services.   A copy of our current written disclosure statement discussing our advisory services and fees is available for your review upon request.

Representatives of Securities America do not provide tax or legal advice. Please consult the appropriate professional regarding your situation.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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