Products & Services

As a client of mine, you become beneficiary to a powerful alliance with Kestra Financial.  Through our strategic relationship, we are able to access a comprehensive menu of wealth management solutions for the affluent, including brokerage services, more than 200 mutual fund families, separate accounts, alternative investments, top rated insurance carriers, and group benefits for small businesses.  To compliment these resources, my firm may also work closely with your CPA or attorney while considering your plan.



Investments

  • Brokerage Services
  • Fee Based Asset Management
  • Separately Managed Accounts
  • Alternative Investments
  • Fixed, Indexed, & Variable Annuities


Insurance

  • Term, Whole Life, Universal Life, & Variable Universal Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance
  • Group Benefits - Section 79 & 125 Plans
  • Key Person & Buy/Sell Coverage


 



Financial Planning

  • Fee Based Financial Planning
  • Retirement Plan Distributions
  • Estate Plans
  • Insurance Needs, Analysis & Audit Review

 





Tax Planning

  • SEP IRA
  • Simple IRA
  • Individual "Safe Harbor"

    401(k)
  • 401(k)
  • Money Purchase Plans & Profit Sharing
  • Defined Benefit & 412(i) Plans
  • Deferred Compensation & Split Dollar Life Insurance 


*Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC and of Kestra Advisory Services, LLC. Kestra Financial, Inc. and its subsidiaries do not offer tax or legal advice..


415 Boston Turnpike Road Suite 213, ,  



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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.



Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.  Kestra IS and Kestra AS are not affiliated with  Neil H. Gendreau, CFP, ChFC or any other entity referenced herein.  



This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 737-443-7101.