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logo icon Grimaldi & Associates Financial Services

Below is a listing of financial services we offer. If you have any questions or don't see what you need listed, please give us a call at 212-759-3920.

Life Insurance Protection: Term, Universal & Variable

Cancer Insurance

Accident Insurance
Disability

Long Term Care
Extended Care

College Funding 529 Plans

Mutual Funds

Annuities: Fixed & Variable

CD's

Identity theft

401K (Rollover)

IRA: Traditional & Roth

Estate Planning

Retirement Planning

Education Planning

Buy/Sell Agreement & Funding

Workplace Employee Benefits

Payroll Deduction Plans

Key Person Insurance

Disability Insurance

Mortgage Protection

Health

 

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• ABOUT US • INSURANCE SERVICES • FINANCIAL SERVICES • PRIVACY POLICY • OTHER SERVICES • GET A FREE QUOTE • CONTACT US

Grimaldi & Associates, 227 East 56th Street, Suite 300, NY, NY 10022
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