Welcome to
Banaszewski Financial Services
The investment climate has never been more exciting or more challenging than it is today. To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.
By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant commitment to putting service first. As a full-service financial consultant, I offer clients access to an assortment of quality, non-proprietary investment choices. The products and services include:
- College planning - long-term planning to help you work toward being ready you're ready when your children are
- Retirement planning - to design an investment strategy to help you pursue all of your retirement goals
- Annual portfolio review - to review your current holdings and help you make any necessary changes or adjustments
- Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser. Access to over 3,500 mutual funds, as well as individual stocks and bonds.
- Life insurance - providing financial protection for your loved ones
- Pension & 401(k) Rollover Planning & Account Management
