Friend Financial Group

 

Financial Services

Advisors at Friend Financial Group offer a variety of financial services to meet your needs, including:

  • Investment Advisory Services/Asset Management
  • Professional Portfolio Management
  • Retirement Plan Services
  • Personal Financial Planning
  • Estate & Gift Planning
  • Education Planning
  • Cash Flow Planning

 

Employee Benefits

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:

  • Group Health Benefits
  • 401k, Simple IRA, SEP & Solo 401k Plans

 

Insurance

  • Life
  • Long-Term Care
  • Medicare Supplement, Medicare Advantage & Part D Plans
  • Individual Health Plans

 

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.