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ServicesThe services provided at Neubert Financial are the following:  | Tax Planning |
| - | Tax reduction planning is something that can be done throughout the year. When you walk into your tax preparer’s office in February or March to have your taxes done, it’s usually too late to do much of the tax planning that can be done to save taxes. Neubert Financial Services can help you determine when to take profits and losses, shift income and deductions to the appropriate tax year, decide on Roth IRA conversions to help you maximize retirement plan benefits and reduce the taxability of social security income. These are just some of the issues that can be addressed to help you meet all your financial needs. |
| Tax Preparation |
| - | Personal Taxes | | - | Corporate Taxes | | - | Fiduciary Returns | | - | E-Filing |
| Financial Planning |
| College Planning | | - | Custodial/Minor Savings Accounts | | - | 529 Plans |
| Income and Retirement Planning |
| - | Specializing in Retirements Rollovers | | - | Traditional IRAs | | - | Roth IRAs and Roth Conversions |
| Investments |
| - | Neubert Financial Services offers securities through Cadaret, Grant, & Co., Inc. They are the Broker Dealer through whom all investments are completed. Cadaret, Grant can handle any investment type our Registered Reps are licensed to sell. |
| Mutual Funds |
| - | Selling agreements with over 200 mutual fund companies |
| Annuities |
| - | Fixed and variable products are available with more than 50 insurance companies |
| Full Brokerage Service |
| - | Stocks, Bonds and Tax-Free Municipal Bonds |
| Insurance Analysis |
| - | Neubert Financial Services can advise you about life insurance products, long-term care insurance, disability insurance, and any other insurance-related questions you may have. We are happy to help you determine what, if any, products are right for you. |
| REITS and Commodities |
| Small Business Investing | | - | SEPs | | - | Simple IRAs | | - | 401(k) Plans |
| Life Insurance |
| Certified Agents with the New York State Partnership of Long Term Care Insurance |
| Bookkeeping for Small Businesses |
| Payroll Services |
Neubert Financial Services, LLC is licensed to conduct business in California, Connecticut, Delaware, Florida, Iowa, North Carolina, New Jersey, New York, Pennsylvania, South Carolina, and Wyoming.
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