12 East 49th St.
As a team of financial professionals, we specialize in delivering powerful retirement and investment strategies. We give personalized, hands-on service that equip you to achieve your wealth management goals.
Well-defined financial strategies must incorporate vision, clarity, and direction to achieve success. Part of our process at Sewall Financial Group is understand you and your needs, and then to help shape a game plan. We educate you about financial concepts and various products and services you may need to achieve your goals.
We create, review, and guide you in fashioning and maintaining a healthy and robust investment portfolio. We set benchmarks, monitor market volatility, and examine diversification.
Protecting your future, your family, and your loved ones has always been paramount in your life. We build customized insurance strategies that help protect you and your family, and establish a more secure future in the event of a tragedy. We help you formulate your coverage needs with disability insurance, life insurance, and long-term care insurance.
We help lead you through the wealth accumulation phases of your life with a passion to establish strong relationships. Our aim is to create the ideal mix of investing, and financial planning.
Manage personal affairs while you're alive and control the distribution of wealth upon your death.
BondsCommon StockEducational IRATraditional IRARoth, SEP, Simple IRABrokerage AccountsTreasury BillsTreasury NotesVariable Annuity
Disability Income InsuranceLife InsuranceLong-Term-Care Insurance
Retirement PlansTax Plans401(k) Planning403(b) PlanningCollege PlansEstate PlansMoney Purchasing PlansProfit Sharing Plans
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