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Services

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.

Investments

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.

Insurance

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.

Financial Planning

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.

Estate Planning

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

Investments

Bonds
Common Stock
Educational IRA
Traditional IRA
Roth, SEP, Simple IRA
Brokerage Accounts
Treasury Bills
Treasury Notes
Variable Annuity

Insurance

Disability Income Insurance
Life Insurance
Long-Term-Care Insurance

    Financial Planning

    Retirement Plans
    Tax Plans
    401(k) Planning
    403(b) Planning
    College Plans
    Estate Plans
    Money Purchasing Plans
    Profit Sharing Plans

    For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

    info@sewallfg.com  |  212-381-4871