Our Financial Services
At Camerio & Company, we provide expert assistance in the following areas:
Investments

- Bonds
- Stocks
- Fee-Based Investment Accounts
- Brokerage Accounts
- 529 College Savings Plans
- Traditional IRA
- Roth IRA
- SEP IRA
- IRA Rollovers & Transfers
- Simple IRA
- ESOP Rollovers & Transfers
- Mutual Funds
- Fixed Annuities
- Variable Annuities
- Asset Allocation Investment Strategies
- Fee Based Investment Monitoring
- Immediate Income Annuities
- Investment Advisors to your Executors/Trustees/Trusts
- Charitable Trust Strategies
Financial Planning

- Retirement Plan Strategies & Analysis
- Tax Planning Strategies & Analysis
- Business Succession Planning
- College Plan Strategies & Analysis
- Asset Allocation Strategies & Analysis
- 401(k) Plans
- Profit Sharing Plans
- 403(b) Plans
- Fee Based Comprehensive Financial Plans
- Estate Tax Planning & Analysis
- Long Term Care Planning
- Money Management Strategies
- Money Purchase Retirement Plans
- Consultation with Professional Advisors
- Asset Conservation Strategies
- Risk Tolerance Analysis
- Executive Retirement Plan Strategies
- Business Buy-Sell Strategies & Analysis
- Timeline Investment Analysis
- Planning for Special Needs Children
- Planning for Special Needs of Elderly Parents
- Insurance Review and Analysis
Insurance 
- Personal Life Insurance
- Estate Tax Funding with Life Insurance
- Last-to-Die Survivorship Life Insurance
- Business Buy-Sell Life Insurance
- Cross Purchase Buy-Sell Insurance
- Entity Purchase Buy-Sell Insurance
- Long Term Care Insurance
- Executive & Professional "True Own Occupation" Disability Insurance
- Group Disability Insurance
- Key-Man Corporate Life Insurance
- Wealth Replacement Trust Funding with Life Insurance
- Partnership & Corporate Disability Buy-Out Insurance
- Pension & Retirement Survivor Income Replacement with Life Insurance
- Partnership & Corporate Disability Overhead Expense Insurance
- Section 303 Family Owned Business Stock Redemptions with Insurance
- Section 162 Executive Bonus with Insurance
- Employee Retention Top-Hat Plans