CH & A Financial Consultants Inc

Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

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(516) 876-9800Call Visit WebsiteVisit Website Map & DirectionsDirections265 Post AveWestbury, NY 11590 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Westbury with Financial Planning Consultants

Mineola (5 miles)
Garden City (5 miles)
Hicksville (5 miles)
New Hyde Park (9 miles)
Hempstead (11 miles)
Freeport (11 miles)
Farmingdale (12 miles)
Great Neck (13 miles)
Massapequa (13 miles)
Valley Stream (15 miles)

More Info

Extra Phones: Fax: (516) 997-6673
Payment method: visa, amex, discover, master card, paypal
Other Link: https://www.ameripriseadvisors.com/Michele.Welch/?cid=IP_local_google
Categories: Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Financial Planners, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (516) 876-9800

Address: 265 Post Ave, Westbury, NY 11590

Website: https://www.ameripriseadvisors.com/Michele.Welch/?cid=IP_local_google

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CH & A Financial Consultants Inc

Tax Planning
Tax Services
Bionic Capital accepts any type of account that our custodian Schwab Institutional accepts, which is pretty much all types. From individual or joint accounts, 401ks, IRAs, SEP IRAs, to personal trusts and foundations, we can manage your investments. At your option, we engage 55ip, a JPMorgan company, to manage tax-smart ETF portfolios at no extra charge. To facilitate further tax management for high-net-worth clients, we offer low-cost, managed variable annuities from Nationwide as a tax-deferral option. Our fees are the same for any account type. With you, we determine the best account types to hold specific investments in order to manage tax effects and improve your odds of financial success.
Income Tax
Tax Deferral

Investment Management
BIONIC and OPTIONS-ENHANCED are each registered trademarks for “Financial services, namely, investment advice, investment management, investment consultation, and investment of funds for others, including private and public equity and debt investment services.”
Mutual Funds
Bionic® portfolios target returns using a mixture of securities, including, but not limited to, stocks, bonds, mutual funds, and ETFs. Designed for clients with existing portfolios with significant unrealized gains. Portfolios are managed to limit realized gains and optimize cash flows per individual needs. (0.57% annual fee – $250,000 minimum)
Bonds
Wealth Management
At Bionic Capital Wealth Management, we believe in the power of automated digital investing paired with personalized advice. Our mission is to help you grow and protect your wealth, so you can achieve your financial goals with confidence. We offer a comprehensive range of services tailored to your unique needs. Whether you’re just starting your investment journey or looking to optimize your portfolio, we’re here to guide you every step of the way. Experience the future of wealth management with Bionic Capital today!

Accounting Services
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Financial Planning
Annuities

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