Our Services

Investment Products and Services Offered through
American Portfolios Financial Services:

Equity Investments
Stocks
Mutual Funds
Exchange Traded Funds (ETFs)
Unit Investment Trusts (UITs)
College Saving Programs/529 Plans
Variable Annuities

Fixed Income
Municipal Bonds
Corporate Bonds
Treasury Bills
Fixed Annuities
Certificate of Deposit
Money Market

Retirement Services & Investments
401K Plans
403b Plans/Tax Shelter Annuities
Traditional IRA
Roth IRA
Rollovers - IRA, 401K, 403b, Pension
Self Employed Pension Plans
Self Employed 401K/ KEOGH
Profit Sharing/Money Purchase Plans


Insurance
Term Life
Whole Life
Universal Life
Variable Universal Life
Disability Income Insurance
Long Term Care Insurance

Additional Services:

Planning

Investment Planning
Cash Flow Analysis
Portfolio Analysis
Education Funding Strategies
Retirement Planning
Estate Planning
Business Succession Strategies
Long Term Care Planning
Cash Flow Management
                     & Implementation

     

Securities offered through American Portfolios Financial Services, Inc. Member FINRA, SIPC.
Daniels Financial Services, Inc. is independent of American Portfolios Financial Services Inc. and American Portfolios Advisors Inc.

*Reginald Daniels is a registered representative of and offers securities through American Portfolios Financial Services, Inc.  Member FINRA/SIPC.