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Products & Services

At Gould Ruma Financial Advisors, we provide assistance in and access to the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Comprehensive Financial Planning
  • Tax Planning
  • Retirement Planning
  • College Funding Strategies
  • Estate Planning

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Tax Planning

  • Individual Tax Preparation and Planning