Services

how we can help.

At Tony Dale Investment & Retirement, we provide assistance in the following areas:
Investments
Retirement and Financial Services
  • Bonds
  • Educational IRA
  • Traditional IRA
  • Simple IRA
  • Roth IRA
  • SEP IRA
  • Fixed Index Annuity
  • Variable Annuity
Financial Planning
Financial planning for senior citizens
  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • Estate Plans
  • College Plans
Insurance
Safe investment retire nest egg
  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance