Our Services

At Degeneffe Financial, we offer a variety of products and services as well as three advisors with over 50 years of combined experience to help you achieve financial security. 

        Financial Services

  • Create Lifelong Income
  • Financial Needs Analysis
  • Pension Payout Alternatives
  • Mutual Funds
  • Fixed & Variable Annuities
  • Traditional, Roth & Educational IRAs
  • 401(k), 403(b), SEP, SIMPLE IRAs
  • Life Insurance
  • Retirement Planning
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • Business Succession Strategies
  • Group Employee Benefits

    Investment & Retirement Products
     
  • Wealth Management Services
  • Mutual Funds
  • Fixed & Variable Annuities
  • Variable Life Insurance
  • Mutual Fund Brokerage Accounts