|
 |
|
 |
Options Banc Investment, Options Banc, investment, college savings plans, CollegeAdvantage, college savings, Roth IRA, IRA rollover, 401(k) rollover, rollover, Putnam, Putnum, insurance, mutual funds, retirement plans, annuities, pension funds, IRA, 401(k), 403(b), variable annuity, retirement investing, tax and savings proposal, LSA, RSA, ERSA
 |
|
Legal
Disclaimer |
Options Banc Investment & Loan Inc. hereby
authorizes you to view, and print information
on this web site subject to the fact that it
is used for informational and non-commercial
purposes.
It is our intention that data provided on a subject is of a general nature. Our
web site does not represent an exhaustive treatment of subjects nor is the information
intended to constitute accounting, tax, legal, consulting or other professional
advice.
Prior to making any decision or taking any action we kindly request you to contact your tax or legal advisors.
Please use this document and information at your own risk. The content of this
site is copyrighted and therefore any unauthorized use of any materials on this
web site may violate copyright, trademark, and other laws.
Materials on this web site may not be modified, reproduced, or publicly displayed,
distributed or performed for any public or commercial purposes prior to our approval. |
|
|
LIST OF PRODUCTS:
Fee Based Advisory
Self Directed 401(k)
529 College Plans
Financial Planning
Tax Planning
Estate Planning
Insurance Coverage
Group Benefits
Offshore Strategies
Income Tax Preparation
 |
800-989-9868
|
|
 |
|
|