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Our Services

At BANDER Investments, we provide expert assistance in the following areas:

Investments

  • Market Linked Certificates of Deposit (CDs)
  • Real Estate Investment Trusts (REITs)
  • Private Equity Investments
  • Energy Producing Infrastructures
  • Business Essential Equipment Leasing
  • Stocks, Bonds, Mutual Funds
  • Exchange-Traded Funds (ETFs)
  • Annuities

Personal Planning Services

  • Wealth Management
  • Retirement Income Planning
  • Social Security Planning
  • Non-Correlated Investment Strategy
  • 401k Rollovers
  • Traditional and Roth IRAs
  • Roth Conversions
  • 1031 Exchanges
  • College Planning

Insurance

  •  Life Insurance
  • Disability Income
  • Medicare Supplemental Insurance
  • Long-Term Care

Estate Planning

  • Living Trust
  • Funeral Expense Trust

Business Planning Services

  •   401(k) and 403(b) Plans
  • SEP Plans and Simple IRAs
  • Company Retirement Plans