Services for Individuals

It is our mission to encourage everyone to place value in their financial future. We can help you plan for college or for retirement, as well as help you to set and meet your personal investment goals. We can offer you investment and insurance services* through our registered and licensed representatives. Jane Coralluzzo PC offers flexible hours by appointment and can meet with you at your convenience.

Some of our services for individuals include:

  • Retirement Planning, including pension and 401k options
  • Budgeting
  • Start-up Services for Sole Proprietors and Small Business
  • Tax Preparation and Filing
  • Roth IRA and Traditional IRA Options
  • Plans for Financing College
  • Insurance Options

In addition our standard services for individuals, we put a special emphasis on financial planning and practicalities of bereavement. Read more about our life planning and bereavement services.