Overview

Investments & Services

At Terry Financial Services, we understand why you're investing. You have specific financial goals and want to provide for yourself and your loved ones. Because we serve individual investors and business owners, we dedicate all of our energy and resources to help you reach your long-term financial goals.

Rather than chasing the latest fad, we recommend a diversified mix of investments that we believe will perform well over the long term while managing risk. By meeting in person and on a regular basis, we offer investment strategies that are specifically designed for you.


Investments

  • Traditional IRAs 
     
  • Roth IRAs 
     
  • Rollover IRAs 
     
  • 401(k) & SIMPLE Plans 
     
  • Stocks* 
     
  • Bonds* 
     
  • Mutual Funds* 
     
  • ETFs* 
     
  • Separately Managed Accounts*
     
  • 529 Plans* & Educational IRAs
     
  • Custodial Accounts
     
  • Variable Annuities*

Consulting

  • Retirement Planning
     
  • College Planning
     
  • Investment & 401(k) Reviews
     
  • General Financial Consultations
     
  • Notary Public On-Site


Insurance

  • Universal Life
     
  • Variable Universal Life*
     
  • Term Life
     
  • Single-Premium Variable Life*
     
  • Long-Term Care
     
  • Fixed Annuities*


*Services and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.