Confidence | Experience| Tradition

Products & Services

At Finesse Financial Services Inc, we provide assistance in the following areas:

Investments

  • Stocks
  • Check Writing
  • Limited Partnerships
  • Educational IRA
  • Mutual Funds
  • Roth IRA
  • Compensation Bonds
  • Simple IRA
  • Traditional IRA
  • Variable Annuities
  • Wealth Management
  • Schwab Wealth Management
  • Premier Portfolios Management

Insurance

  • Disability Income
  • Life Insurance
  • Long Term Care
  • Fixed Annuities
  • Buy/Sell
  • Key Person
  • Health Insurance

Investment Planning

  • Education Planning
  • Estate Planning
  • Wealth Management
  • Debt Management
  • Retirement Planning
  • Tax Planning
  • Risk Management
  • 403 (b) Planning
  • Real Estate

Finesse Financial Services, Inc.
Total Financial Center

Financial Benefit Statement

  1. Website Finesse Financial Planning.com
    Toll Free Access To Your Representative: 1 (877) 5-Finess Or 1 (877) 534-6377 or (908) 298-0790
    Fax: (908) 298-8167.
    E-Mail Address: jptah@ceterafs.com
  2. Heritage Planning.
  3. Quarterly Financial Newsletters To Keep You Up To Date On The Latest     
    Developments Regarding Financial Planning.
  4. Easy To Read Monthly Account Statements And Annual Consolidated Tax Statement.
  5. Consultation On The Numerous Aspects Of Financial Planning such as Taxes, Retirement, Investments, Risk Management and Real Estate.

Our Firmís Goal Is To Provide Quality, Timely And Cost Effective Service To Our Valued Clients.  The Firm Has Been In Business Over 25 Years.  We Believe That Our Education And Experience Combined With The State Of The Art Technology Will Assist Our Clients In Reaching Their Financial Goals.