Broker Check

Products & Services

At Seacoast Asset Management, Inc., we provide expert assistance in the following areas:

INVESTMENTS

  • Stocks and Bonds
  • Mutual Funds
  • Brokerage Accounts
  • Government Securities
  • Tax-Free Municipal Bonds
  • FDIC-insured CDs
  • Fixed and Variable Annuities
  • 1031 Tenant In Common Exchanges
  • College Tuition Plans
  • Education IRAs
  • Roth and Traditional IRAs
  • SEP and Simple IRAs
  • Rollovers and Transfers 
  • Treasury Bills and Notes
  • Separately Managed Accounts 
  • Fee-based accounts

INSURANCE

  • Disability Income
  • Life Insurance
  • Long Term Care
  • Business Continuation
  • Deferred Compensation
  • Executive Bonus Plans

FINANCIAL PLANNING

  • Retirement Income Planning
  • Money Management
  • Financial and Estate Planning
  • Business Continuation and Succession/Exit Planning 
  • College Tuition Planning 
  • 401(k) and 403(b) Plans
  • Charitable Gifting and Wealth Transfer Services