Broker Check

Products & Services

We provide assistance to individuals and businesses in the following areas:

INDIVIDUALS: 

*Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

*Financial Planning

  • Retirement Plans
  • Tax Plans
  • College Plans
  • Estate Plans
  • Money Purchasing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Health, Dental & Vision
  • Health Savings Account (HSA)
  • Travel Insurance 

Tax

  • Tax Extension
  • Tax Preparation
  • Acceptance Agent (Apply for ITIN)
  • Tax Review
  • Tax Planning
  • Representation 
  • 1031 Exchange 

BUSINESS:

 *Investments:

  • 401(k) Planning
  • 403(b) Planning 
  • Profit Sharing Plans
  • Cash Value Plans
  • SEP IRA
  • Simple IRA

Insurance

  • Workers' Compensation 
  • Health
  • FSA, HRA, & HSA accounts
  • Dental
  • Vision
  • Life
  • Disability Insurance

Tax

  • Tax Preparation
  • Sales Tax
  • Tax Review 
  • Tax Planning
  • Representation 
  • Tax Extension

Accounting:

  • Payroll
  • Accounting/Bookkeeping
  • Accounts Payable/Receivable 
  • Budget Planning
  • Virtual CFO Services

Miscellaneous

  • HR Management
  • Notary
  • Entity Selection
  • Succession Planning
  • Small Business Loans

* These services offered by Kevin O’Reilly through his affiliation with HD Vest.