Broker Check

Products & Services

We provide assistance in the following areas:

Investments*

  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Variable Annuity

Financial Services

  • Retirement Plans*
  • Tax Plans
  • 401 (k) Planning*
  • College Plans*
  • Estate Plans
  • Profit Sharing Plans*

Insurance

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

Tax Planning

  • State Tax Return Preparation
  • Tax Return Preparation
  • Individual Tax Preparation and Planning
  • Business and Corporate Taxes
  • Small Business Accounting Services
  • Income, Gift and Estate Tax Returns

*These services are offered by Kathryn Humecki through her affiliation with HD Vest