Our Services

Reis Financial Services provides a wide range of specific services to help you meet your personal and/or business needs. We have the products and services necessary to act as your "Lifetime Freedom Advocates." Here are just a few of the ways we can help individuals, families and businesses manage their resources.

Planning Services


  • Financial Planning
  • Investment Planning
  • Retirement Planning
  • Retirement Income Distribution Planning
  • Insurance Planning
  • Estate Planning
  • Business Planning
  • Business Succession Planning

Personal Objectives

  • 401(k) and IRA rollovers
  • IRAs
  • Fixed and Variable Annuities
  • Mutual Funds
  • Stocks & Bonds
  • Managed Accounts
  • Disability Insurance
  • Life Insurance
  • Major Medical
  • Medicare Supplements
  • Nursing Home Insurance
  • Estate Planning
  • Tax Planning Strategies


Business Objectives



  • 401(k)s/Pensions
  • Simple Plan
  • Business Continuation Plan
  • Business Overhead Insurance
  • Business Succession Planning
  • Buy/Sell Agreements
  • Deferred Compensation
  • Disability Insurance
  • Group Major Medical
  • Key Person Insurance
  • Life Insurance
  • Split Dollar Insurance