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Serving clients with their investment, estate and financial planning needs.
Prospective clients receive a one hour educational introduction and fact finding meeting, discussing how Skroback and Associates work with clients. At that time, a decision is made whether to go forward together.Registered Principal Offering Securities and Advisory Services through Sagepoint Financial Advisors, Inc., Member FINRA/SIPCSince leaving Bank of Boston, where he was a Vice President and Trust Department Head, Andy Skroback has built a dedicated team that services over 250 clients.As Investment Advisor Representatives of Sagepoint Financial Advisors, financial services are provided that include:* Full Brokerage Services* Financial and Retirement Planning Reviews* IRA's, Roth IRA's, and Rollover IRA's* Life Insurance / Long Term Care InsuranceClosely held business services such as:* 401(k) Plans and Profit Sharing Plans, Buy and Sell Agreement Planning, Key Man Incentives, Etc.* 403(b) Tax Sheltered Annuities and Variable Annuities* Buy and Sell Insurance* Managed Accounts and Mutual Funds