Private Clients

We are committed to assisting our clients in achieving their financial goals by offering a full array of investment products & services.

 

Retirement Services

Are you prepared to retire comfortably? At Joseph Gunnar & Co. our Financial Consultants have access to a wide variety of retirement services.

Our Financial Consultants have access to a wide variety of retirement products and services ranging from Individual Solutions to Small Business Solutions and Income Planning Solutions. Clients can select from a comprehensive line of retirement products and selling tools to help meet retirement needs, including:

Individual Solutions
  • Traditional IRA
  • Roth IRA
  • Rollover IRA
Small Business Solutions
  • SEP-IRA, SIMPLE IRA
  • 401-K, 403-B
  • SIMPLE IRA
  • Defined Benefit Plans, ERISA Plans, Keogh, profit sharing and money purchase plans

Find Out More

To learn more about Joseph Gunnar & Co., LLC, contact:

Stephan A. Stein
President
sstein@jgunnar.com
212.440.9650