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Products & Services

At Welsh & Associates, we provide assistance in the following areas:

Investments

Variable Annuity

Educational IRA

Mutual Funds

Brokerage Accounts

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Tax Planning

Relocation Tax Issues

Individual Tax Planning

Business Start Up, Counsel and Corporate Taxes

Small Business Accounting Services

Income, Gift and Estate Tax Planning

Insurance

Disability Income Insurance

Life Insurance

Long Term Care Insurance