Farzad Financial Services

Investment - Retirement - Insurance

Investment - Retirement - Insurance  (919)-806-4669

 North Carolina , New York , Virginia , Washington D.C.

  California , Maryland , Alabama

Member  FINRA, SIPC

Sound Financial Planning Services


Entrust your financial future to the professionals at Farzad Financial Services. Great success comes from changing the rules—you talk and we listen! From financial planning and budgeting to goal planning and cash flow management.. Contact us today for more details on our many financial services.
 

Comprehensive Financial Planning
  • Retirement Planning for Individuals & Company 401(k)
  • Income Tax Planning, Establishing College Education Funds, & Goal Planning
  • Budgeting/Cash Flow Management & Managing Assets
  • Estate Planning/Wealth Transfers
  • Risk Management (Life, Health, Disability, & Long-Term Care Insurance)


We Offer Many Forms of Mutual Funds
Our simple investment choices are the perfect way to plan for your retirement or save money for college. From SEPs and IRAs to Investment in Financial Markets and Asset Allocation. Contact us today .


 Mutual Funds We  offer :
  • Advantus Funds
  • AIG - Sun America
  • AIM
  • Alger
  • Allegiant Funds
  • Alliance Bernstein
  • Allianz - PIMCO Funds
  • American Century Investments
  • American Funds
  • American Growth Fund
  • American National
  • American National - SM&R
  • Aquila
  • Axa Enterprise
  • Bank of America - Columbia Funds and Liberty Funds
  • Bank of America - Nations Funds
  • BlackRock Funds
  • Calamos Investments
  • Calvert
  • CH Dean
  • Davis Funds
  • Delaware Investments
  • Deutsche - DWS-Scudder
  • Dreyfus
  • Eaton Vance
  • Evergreen Investments
  • Excelsior Funds
  • Fidelity Advisor
  • Federated Investors
  • First Eagle Funds
  • First Pacific Advisors
  • Franklin Templeton
  • Frontier Funds
  • GAM
  • Gartmore Funds
  • Goldman Sachs Asset Mgt.
  • Guardian
  • Hartford Mutual Funds
  • ING Funds
  • IVY Mackenzielsior Funds
  • Ixis Advisor Funds - Nvest Funds
  • John Hancock
  • John Hancock - Manulife
  • JP Morgan Funds
  • JP Morgan Funds - One Group Funds
  • Kelmoore
  • Lord, Abbett & Co
  • Management Investors Group
  • MFS
  • MTB Funds
  • Munder Funds
  • New York Life - Mainstay Funds
  • North Track Mutual Funds
  • Nuveen Funds
  • Old Mutual - PBHG Funds
  • Oppenheimer Fund Distributors
  • Phoenix Investment Partners
  • Pioneer
  • Principal - Princor Funds
  • Putnam Investments
  • Quaker Funds
  • Rydex Funds
  • Saratoga - Orbitex Funds
  • Seligman Funds
  • Sentinel Advisors
  • Templeton
  • Thornburg Funds
  • Timothy Plan
  • Touchstone Funds
  • Transamerica - IDEX
  • Transamerica Premier Funds
  • Turner Funds
  • US Bank Corp - Quasar Funds
  • Van Eck Global
  • Van Kampen Funds
  • Wells Fargo Funds
  • Wells S&P REIT Index Fund
  • WM Group of Funds


Plan yourfuture Goals wisely with help from our financial planning experts.