Our Services

Legamaro Financial Services Inc, offered through INVEST FINANCIAL CORPORATION , member FINRA/SIPC and affiliated insurance agencies, is able to offer a full range of brokerage products and services to both retail and corporate clients. Some of these products include:

 

ö Full Service Brokerage (stock selection, advising and trade execution)
 
 
ö Stocks
                                               
                ²  Listed exchange equities
                ²  OTC equities
                ² Options
                ²  Warrants
               
ö Bonds
                ² Municipal Bonds
                ² Corporate Bonds
                ² Mortgage Backed Securities (GNMA, FHLMC and CMOs)
                ² U.S. Government Agency Securities (FNMA, FHLB, FFCB and SLMA)
                ² U.S. Treasury Securities (Treasury Bills, Notes and Bonds)
                ²  Zero Coupon Bonds
 
ö Mutual Funds
 
                ² Growth Funds
                ² Growth and Income Funds
                ² Taxable Bond Funds
                ²  Municipal Bond Funds
                ²  International Funds                 
 
ö Tax Deferred Annuities
                ² Fixed Annuities
                ² Variable Annuities
 
ö Money Market/Cash Management Products
 
                ² Certificates of Deposit (FDIC insured)
                ² Commercial Paper
                ² Municipal Money Market Funds (with check writing ability)
                ² Taxable Money Market Funds (with check writing ability)    
 
 ö Other Products
               ² Managed Money
               ² 529 College Plans
                ² Insurance (health, long term care, term, whole life, variable, and universal)
                               ² Retirement Plans. Prototype plans available for:
                                -IRAs
                                -SEP-IRAs
                                -Keoghs
                                -401(k) s
                                -403(b) s
                                -Money Purchase/Profit Sharing
                                -Simple 401Ks
                                -Simple IRAs
                ² Estate planning, Asset and Income Protection, Assisting Parents and Children