Financial Services*

Maintaining stable finances is one of the most important things you can do for yourself. Especially after retirement, it is vital to make sure you are covered in every aspect financially. Downey Insurance Agency offers many different types of financial services to help protect you and your family.

Whether you need a 529 College Savings Plan, a Roth IRA, or even an Estate Tax Analysis,  Downey Insurance Agency is here for you. If you have questions on any of the financial services we offer, please contact us today!

 

*Financial planning offered through our partnership with Lincoln Financial Advisors. While the two firms will work together to provide you with the best service possible, each firm is independently responsible for the services offered. Downey Insurance Group is not an affiliate of Lincoln Financial Advisors Corp.

Charles Downey, and registered associates of Lincoln Financial Advisors  are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.

Lincoln Financial Advisors and its registered representatives do not provide legal or tax advice.

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