Caledonian Financial Services
Caledonian Financial offers a broad range of Financial Services tailored to each individual’s needs. After sitting down with the client and determining a financial plan, several types of accounts or products may be recommended based upon the needs analysis, risk tolerance, and client’s vision of long-term financial stability.
Investment and Advisory Services
529 College Savings Plans
Individual Retirement Accounts (IRAs), Roth IRAs, SEP IRAs
Money Purchase and Profit Sharing Plans
Cash Management Services
Money Market Funds
Brokerage Accounts that provide Checks
ATM access, and Bill-Pay
Caledonian Financial Advisors are happy to assist in Elder Care Planning and work with other advisors to form an advisory team.
Many ways to save and build wealth
We offer a wide array of Financial Products. A working knowledge of these products is imperative to the Financial Advisors. However..their ability to explain those investments in an understandable, common-sense manner to their client is also one of their primary objects.
Equities and Related Investments
Stocks, ETFs, UITs, Mutual Funds, Closed-End Funds, REITs, and Preferred Stock
Fixed Income Investments
Money Market Funds, CDs, Municipal Bonds, and Corporate Bonds
Annuities, Life Insurance, Long-Term Care Insurance, and Disability Insurance