Our Services

AJF Financial Services offers the following services for individuals, businesses and/or self employed professionals:"

Wealth Strategies

  • Alternative Investment Strategies
  • Corporate/Small Business 401(k) Strategies
  • Brokerage Accounts
  • Education Savings Strategies
  • Equities Investment Strategies
  • Fixed Income Investment Strategies
  • Individual Retirement Accounts (Traditional, Roth, Rollover and or SEP-IRA)
  • Managed Portfolios (Sustainable and/or Traditional)
  • Pension Strategies
  • Separately Managed Accounts
  • Variable/Fixed Annuities

Financial Planning

  • Asset Allocation Analysis
  • Cash Flow Analysis
  • Business Continuity Planning
  • Education Planning
  • Estate Planning
  • Insurance Needs Analysis
  • Retirement Planning
  • Risk Management Planning

Risk Management Strategies 

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Group Health Insurance