At Edward Storer & Associates, we offer a wide range of products and services to assist you in crafting a sound financial strategy for the days ahead.

Unlike some firms which are bound to their own proprietary investments or products, we are an independent financial services firm which allows us the freedom to use a variety of financial solutions that best suit our clients’ individual needs. We have access to a host of investments, insurance carriers, and products, giving us an extensive menu of choices from which to tailor your personalized financial strategy.

We have an exclusive Wealth Management System that tracks every aspect of your finances: Taxes, Investments, Insurance & Estate Plans - no matter where you have them - in real time!

TAXES
The Tax Advisory Group

• Income Tax Reduction Planning
• Discount Tax Preparation Services
• Bookkeeping Assistance
• Payroll Management Services
• Tax Educating & Coaching

INVESTMENTS
Independent Financial Services

• CDs, Money Markets, Annuities, Mutual Funds, Stocks & Bonds
• IRAs, Roth IRAs & 401(k) Rollovers
• Pension & Retirement Planning Distribution
• Retirement & Early Retirement Planning
• Guaranteed Income Planning
• Pension Maximization
• Business Wealth Maximization Planning
• Investment Risk Management

INSURANCE
Independent Insurance Advisors

• Fixed Annuities
• Life, Health, & Long Term Care Insurance
• Medicare Supplements
• Property & Casualty

ESTATE PLANNING
Essential Estate Planning

• Elder Law Attorney Services
• Estate Planning & Preservation Services
• Wills/Trusts & Powers of Attorney