Products & Services
As a fee-based advisor, David Rey Financial Group provides assistance in the following areas:
Investments
Custom Managed Investments
Dimensional Fund Advisors
Multi-Managed Mutual Fund Portfolios
Traditional & Roth IRA's
Small Business Plans
Variable Annuities
College Funding
Market-Linked CD's
Financial Planning
Retirement Planning
Personalized Performance Reporting
Professional Alliance
Insurance
Life Insurance
Fixed Annuities
Annuity Income Plans