Our clients also like to place their retirement and financial plans in our hands as well. By combining your business insurance and personal insurance plan with your retirement program, you can have all your financial concerns handled with one phone call and one relationship. As a representative of American Portfolios Financial services, Inc., David Wyman can offer most of the financial products you will ever need, including:

• Traditional and Roth IRA’s
• SEP and Simple IRA Plans
• Mutual Funds
• Fixed and Variable and Equity Indexed Annuities
• Tax Sheltered Annuities
• Money Market Funds
• Variable Life Insurance
• Individual and Group 401(k)
• 403(b) and 412(i) Plans

Securities are offered through:
American Portfolios Financial Services, Inc. Member SIPC*
Home Office 4250 Veterans Memorial Highway
Holbrook, NY 11741
(631) 439-4600

*APFS is not affiliated with The Wyman Group, Inc.