DeRosa & Associates
Our Services
While developing a customized financial program, we will walk you through a step-by-step process that will help you feel confident in your decisions.
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Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
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Small Business Success Plans
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Executive Bonus Plans
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Establishing New Retirement Plans
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Coordination of Benefits
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Medicare Supplement and Advantage plans
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Tax management
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Premium Finance
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Investment management
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Retirement strategies
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Estate conservation
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Insurance and Annuity products
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Charitable Giving
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Mortgage Protection Insurance
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Group Health
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Medicare Benefits
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Senior Life Programs
Many of our team members work together on different platforms, bringing their expertise to the team working on your account. We offer a very conservative approach to retirement, and we promise to find the best solutions to the arenas we proudly serve.