Advisors at Friend Financial Group offer a variety of financial services to meet your needs, including:
We understand in today's competitive economy it is essential for employers to be able to retain quality employees. We provide access to a variety of employee benefit plans that allow the employer to balance their need for a plan that meets the employee needs with the budget requirements of the company. Benefit plans include:
Working with the Certified Public Accountants at John Friend & Company, P.C. allows us to better understand the tax implications of investing. You are unique and your situation requires planning that will meet your specific needs. We will work with you to create a strategy that considers your tax situation along with the need for overall portfolio performance.
*Securities offered through Securities America, Inc. Member FINRA/SIPC. Scott E Furbee, Registered Representative. Advisory Services offered through Security America Advisors, Inc. Insurance services offered through Friend Financial Group. Tax and accounting services offered through John Friend & Co, P.C. Securities America and its representatives do not offer estate planning services. These services are offered in conjunction with a qualified legal professional. John Friend & Co, P.C., Friend Financial Group, and Securities America, Inc. are independent entities.