Our Services

Maximus Financial Services is an organization designed to offer the products and services necessary to help clients reach their financial goals.  We provide advice to individuals and companies on retirement plan choices, strategies and the risks facing retirees.  We can design custom portfolios that generate monthly income, growth, or a combination. It is also our goal to help people address the risks to their financial strategies such as untimely death, disability and long-term care needs.  We also offer other services such as college planning, and banking.  

We offer a full array of products such as mutual funds, individual stocks and bonds, tax-free municipal bonds, unit investment trusts, closed-end funds, reits, fixed and variable annuities, brokerage CDs and money market accounts.  We can also provide access to many Fee-based asset managed accounts through Cetera Advisor Networks.  We also offer life, long-term care and disability insurance products.   For college planning, we have a full line of college 529 savings plans.

Securities are offered through Cetera Advisor Networks LLC, Member FINRA/SIPC.  Maximus Financial Services and Cetera Advisor Networks are unaffiliated entities.