Financial Services for Individuals


Services include but are not limited to:

·        Wealth Accumulation Strategies

·        IRA and 401k Rollovers
·  Annuities

·        Life Insurance Strategies

·        College Savings & 529 Education Plans

·        Separately Managed Accounts

·        Mutual Funds

·        Retirement Planning 
·        Comprehensive Financial Planning

·        Retirement Income Strategies

·        Tax Minimization Strategies*

·        Estate Planning*

·        Disability Income Planning

·        Long Term Care Planning
·  Florida DROP and Defined Benefit Consulting






*Services provided in conjunction with qualified estate attorneys and accountants. Securities are offered through LaSalle St. Securities, LLC, a member of FINRA/SIPC. Investing involves risks, including the risk of principal loss.







           
717 Manatee Ave W. , Suite 300
Bradenton, FL 34205
Ph: (941) 745-8300
Fx: (941) 745-2571
 
   
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Nicholas Zec, Jr., James E. Boyd, David Grantham, and Kristy Terenzio are Registered Representatives of LaSalle St. Securities LLC, a registered broker/dealer. Securities are offered through LaSalle St. Securities LLC, Member  FINRA/SIPC, 940 N. Industrial Drive, Elmhurst, IL 60126-1131. Boyd Insurance & Investment Services is not affiliated with LaSalle St. Securities LLC. Investing involves risks, including the risk of principal loss. Check the background an investment professional on FINRA's BrokerCheck.