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Our Services

Products Services

At ClientFirst Strategy, we provide assistance in the following areas:

Investments

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  • Mutual Funds
  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
 
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
 

Investment Planning

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  • Asset Allocation
  • IRA Distribution Planning
  • Retirement Planning
  • Tax Plans
  • 401(k) Rollovers
  • 401(b) Rollovers
 
  • 529 College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Charitable Giving
 


 
 

Investments products and services available only to residents of : Arizona (AZ), California (CA), Connecticut (CT), Florida (FL), Illinois (IL), Kansas (KS), Kentucky (KY), Maryland (MD), New Jersey (NJ), New York (NY), Pennsylvania (PA), Virginia (VA), Washington (WA)

10 Yardley Drive, Dix Hills, NY11746
Phone: 631-920-6622 Fax: 631-920-6624Email: mgoldberg@clientfirststrategy.com

Securities and investment advisory services offered through NEXT Financial Group, Inc., Member FINRA/SIPC.
ClientFirst Strategy, Inc., is not an affiliate of NEXT Financial Group, Inc.