Products and Services Offered

• Products: Multi-Financial Securities Corporation has established relationships with hundreds of investment and insurance companies to provide our individual clients the following: Mutual Funds; Unit Investment Trusts; Fixed and Variable Annuities; Term, Variable, Universal and Survivorship life insurance; Disability, Long Term Care insurance; Wrap Fee Accounts; Third Party managed investment portfolios, Direct Participation Programs.

• Services: For individual clients, Financial, Investment, Retirement, Estate and College funding planning are all accomplished in our offices with the aid of software models. We pride ourselves in the seamless Rollovers or Transfers of client 401(K) retirement assets held by past employers or other IRA custodians. For business clients, retirement plans such as 401(K), SEP, SIMPLE, defined benefit and various deferred compensation plans are offered.