Services

Dejong financial - planning for everything

At Dejong Financial, we specialize in you. Offering a variety of personalized services, we're able to accommodate your unique circumstances  

Investments

  • Managed Accounts  

  • Mutual Funds 

  • Stocks/Bonds 

  • Structured Cd's  

  • Real Estate Investment Trusts 

College Savings Programs

  • 529 Plans  

  • Coverall Education Plans  

  • Custodial Accounts 

 

Business Retirement Plans

  • 401(k) Plans 

  • Profit Sharing 

  • Sep IRA 

 

Individual Retirement Plans

  •  Rollover IRA 

  • Roth IRA 

  • Traditional IRA 

Annuities  

  • Fixed Annuities 

  • Immediate Annuities  

  • Variable Annuities 

Insurance  

  • Life Insurance  

  • Long Term Care  

  • Long Term Disability  

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Customized Wealth Solutions

- Strategic and Tactical Asset Allocation 

- Estate Planning 

- Trust Services 

- Lifestyle and Income Advisory 

- Behavioral Financial Planning 

- Divorce Planning 

We Invite you to schedule a free consultation

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