Products & Services
At Calandra Financial Services, we provide assistance in the following areas:
Investments
- Mutual Funds
- Managed Accounts
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- College Savings
- Variable Annuity
- Fixed Annuities
- 401k
- 403b
Financial Planning
- Cash Flow
- Net Worth
- Retirement
- Education
- Accumulation
- Survivor
- Disability
- Long Term Care
- Estate
Insurance
- Life Insurance
- Long Term Care Insurance
- Disability Insurance
Tax Planning
- Individual Tax Return Preparation
- Tax Planning