Wealth Management
We offer the following investment services and options:
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Investment & Retirement Accounts
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Full Services Brokerage Accounts (Individual, Joint, Corporate & Trusts)
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SEPs (Self-Employed Pension Plans)
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IRAs (SIMPLE, Roth, Traditional & Rollover)
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Investment Options:
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Common Stock
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Government Securities
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Money Markets
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CDs
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T-Bills
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T-Notes
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Bonds (Government & Corporate)
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Alternative Investments (Real Estate, Gold, Art, etc.)
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Annuities (Fixed & Variable)
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Options Trading
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Margin Trading
Financial Planning
We offer the following services to help you manage your finances:
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Retirement Planning (Individual & Corporate)
401(k) Planning
403(b) Planning
457 Planning
College Planning (529 Plans)
Pension Plans
Profit Sharing Plans
Executive Compensation Plans
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Finance
Check Writing
Debit Card Transactions
Budget Planning
Asset Protection
We offer a variety of insurance strategies to help you protect the assets you've worked so hard to grow:
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Life Insurance Policies
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Index Universal Life
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Whole Life
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Term Life
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Single Premium
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Annuities
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Disability Income Policies​
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Long-Term Care Policies
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Traditional
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Hybrid
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Riders
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Annuities
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*Options available for individuals, families & businesses*
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* Investing involves risk, including the loss of principle. Different risk levels and investment options may be suitable for different individuals.
Please seek financial and/or legal advice before making any investment decisions.
Research
& Advisory
Our team offers research and advisory services to help our clients achieve the best results. We analyze current market conditions and anticipate future trends to advise our clients of existing investment performance and future opportunities.
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Buy-Sell Strategies
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Investment & Portfolio Strategies
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Development & Re-development Analysis
Acquiring, Financing & Selling
By working with our registered investment advisory firm, Torres & Torres Real Estate can offer a wide range of investment services suited to the needs of each individual client of Torres Advisory Group.
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Buyer/Seller Services & Strategies
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Real Estate Loans
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Non-Purpose Loans
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Self-Directed IRA
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1031 Exchange
Property & Investment Management
After you have acquired property, our team of professionals across our branches can help clients by managing the various aspects of their real estate assets, from investment to operations and in-between.
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Property Value Assessment
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Property Management
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Operational Analysis
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Turnkey Operations
* Investing involves risk, including the loss of principle. Different risk levels and investment options may be suitable for different individuals.
Please seek financial and/or legal advice before making any investment decisions.