Products & Services

At Jullie & Associates, P.A., we provide assistance in the following areas:



Investments

  • Bonds
  • Common Stock
  • Government Securities
  • Treasury Notes
  • Variable Annuities
  • Exchange Traded Funds
  • Managed Accounts (Fee Only)
  • Preferred Stocks
  • Unit Investment Trusts
  • Mutual Funds
  • Certificates of Deposit
  • REITís
  • US Treasuries
  • Alternative Investments 

 



Financial Planning

  • Retirement Planning
  • Tax Plans*
  • 401(k) Planning
  • 401(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Fee Based Financial Planning


Insurance

  • Disability Income
  • Life Insurance
  • Long Term Care
  • Fixed Annuities
  • Group Insurance
  • Medicare Supplements
  • Medicare HMOís


Tax Planning*

  • Relocation Tax Issues
  • State Tax Return Preparation
  • Representation Before the IRS
  • Tax Return Preparation
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns

*Tax planning services are offered through Jullie & Associates, PA.

Neither Signator Investors, Inc. (SII) nor its representatives provide legal, tax or accounting advice. Persons who provide such advice do so in a capacity other than as a registered representative of SII.