Truth Before Facts

Phone: 602.522.2234
Email: tim@minertfinancial.com

Products and Services

There are many financial products in the market, and so choosing the ones that best meet your individual needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment.

Products and services include:

  • Individual Retirement Accounts
  • 529 Qualified Tuition plans
  • Annuities
  • Mutual funds
  • Certificates of Deposit
  • U.S.Treasuries Securities
  • Group retirement and savings plans
  • 401(k) Plans
  • Simplified Employee Pension Plans
  • SIMPLE IRA Plan (Savings Incentive Match Plan for Employees)
  • Qualified Retirement Plans
  • Life insurance
  • Long-term care, disability and critical illness
  • Health Insurance Group health benefits

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC (www.finra.org / www.sipc.org), to residents of: AZ, CA, CO, IA, KY,  NE, OR, 


Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and Minert Financial are not affiliated.
Cambridge does not offer tax advice.

 

Investment products and services from this representative(s) available only to residents of Arizona (AZ), California (CA), Colorado (CO),  Iowa (IA) Kentucky (KY), Nebraska (NE), Oregon (OR), 
 
Fee-based investment advisory services from this representative(s) available only to residents of Arizona (AZ), California (CA), Colorado (CO), Iowa (IA), Kentucky (KY),  Nebraska (NE), Oregon (OR),  
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