Our Services
Preheim & Perry Financial Group, Inc. offers many options when looking at investment and insurance goals and objectives. All of our services are available through our investment advisory/fee based platform.
We provide assistance in the following areas:
Investments
- Bonds
- Common Stock
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Investment Advisory
- Treasury Bills
- Government Securities
- Treasury Notes
- Mutual Funds
- Variable Annuity
- Equity-Indexed Annuities
Financial Planning
- Retirement Plans
- Tax Plans
- 401(k) Planning
- 403(b) Planning
- College Plans
- Estate Plans
Insurance
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance
In addition, we also offer the following services to our customers: financial analysis, financial counseling, informational seminars and financial presentations.