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Products and Services

At Robert Fine & Associates, we provide assistance in the following areas:

Financial Services

Retirement Planning

Qualified Plans

401 (k) Planning

403 (b) Planning

College Planning

Estate Planning**

Profit Sharing Plans

Buy-Sell Funding

Key Man Coverage

Executive Bonus Strategies

Insurance

Life Insurance

Disability Income Insurance

Long-Term-Care Insurance

Employee Benefits

Group Dental and Disability Plans

Investments*

Mutual Funds

Stocks and Bonds

Educational Savings Account

Brokerage Accounts

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Variable Annuity

*Investments offered through Park Avenue Securities.
**Guardian, its subsidiaries, agents or employees do not give tax or legal advice.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

rfine@robertfineassociates.com |  (508) 820-9939