Finance services

At Friendly Tax Srv, we take care to provide our customers high quality services personalized for their unique needs. We are available to take your order 24 hours a day, 7 days a week. Our staff members are professional, courteous and efficient.

Life Insurance Options:

- Kids education savings planning (529 plans alternates)

- Life Protection options for primary applicants, spouses, kids and grand parents

- Income Protection Program

- Long Term Care

- Retirement Planning (personal and business)

- Annuity, IRA, Roth,401K rollover, SEP and other options

- Family Protection

Estate Planning:

Wills, Medical POA, Financial POA, Advance Directive, HIPPA Authorization, Living Trust

Health Insurance:

Personal health, dental, vision. Medicare options. Both market place and open market.

Investment Options:

Alternate investment options