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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