Confidence | Experience| Tradition

Finesse Financial Services, Inc.
Total Financial Center

Financial Benefit Statement

  1. Website FinesseFinancialPlanning.com
  2. Asset Allocation Models Available Upon Request.
  3. Toll Free Access To Your Representative 1 (877) 5-Finess Or 1 (877) 534-6377.
    E-Mail Address: Jptah@ceterafs.com
  4. Actively Managed Accounts:  Tracking Of Investments, Periodic Phone Calls.
  5. Heritage Planning Provides Basic Outline On Cost And Other Essentials That Consumers May Face.
    • 8-1 | Helping Yourself  | Helping Your Children | Helping Your Parents
      • A. Estate Planning / Wills / Charitable Giving / Moving / Vacations Home etc…
      • B. Daycare / Credit / Wedding / Home Purchase / Debt etc…
      • C. Long Term Care / Record Keeping / Daily Care / House Keeping / Medicare / SSI.
  6. Quarterly Financial Newsletters To Keep You UP To Date On The Latest     
    Developments Regarding Financial Planning.
  7. Easy To Read Monthly Account Statements And Annual Consolidated Tax Statement.
  8. Consultation On The Numerous Aspects Of Financial Planning such as Taxes, Retirement, Investments, Risk Mgmt And Mortgage.                                                                        

Our Firms Mission Is To Provide Quality, Timely And Cost Effective Service To Our Valued Clients.  The Firm Has Been In Business Over 17 Years.  We Believe That Our Education And Experience Combined With State Of The Art Technology Will Assist Our Clients In Reaching Their Financial Goals.