Insurance & Investments
Stallsmith Financial recognizes that each individual, family or corporation has unique financial goals, objectives and needs when it comes to insurance and investment services.
Business Planning
We are dedicated to provide your business with customized, carefully designed strategies.
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| Minimum 20 minutes delayed. Terms |
Business Planning
- Penson
- Profit Sharing
- 401 (k) and SEP and SIMPLE IRA plans
Estate Planning
- Tax Reduction Strategies
- Distribution Planning
- Charitable Gift Planning
- Second to Die Insurance Policies
- Long Term Care Insurance
Investments
- Mutual Funds
- Fixed Annuities
- Variable Annuities
- Traditional and Roth IRA's
- 403 (b) TSA's
- 529 College Savings Plans
Insurance
- Life Insurance
- Term Insurance
- Variable Universal Life
- Whole Life
- Group Life
- Disibility Income Insurance
Mark G. Stallsmith is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, member SIPC. OSJ Supervisory Office: 11 Stanwix Street, Suite 1200, Pittsburgh, PA 15222 (412)562-1600. CRN 201307-149714