Broker Check

301 Edgewater Place, Suite 200, Wakefield, MA 01880 

TEL. 781-876-4140

Services

At Silverman Wealth and Income Strategies, we provide professional assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning*

  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Funding Strategies
  • Estate Planning
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Individual Health Insurance
  • Group Health Insurance
*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.

Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.