Carey & Associates

We are a financial services firm with over 20 years of experience and we are an accredited business with the Better Business Bureau (BBB). We offer FREE Financial Analysis to determine suitable financial product solutions based on your family’s needs. Often these product solutions will include 401k or IRA rollovers to fixed annuities. All of our annuity products offer SAFETY guaranteed by the claims paying ability of a major insurance company; your money is never at market risk. Additionally, we offer guidance on early retirement distributions without you incurring tax penalties of any kind. Big Picture: We will work with you to paint YOUR financial picture which allows you to make better and more informed financial decisions.

At Carey & Associates, we care about you and your financial security. We know the choices you have to make at retirement can be confusing, so we take the time to make sure you understand the benefits and drawbacks to each option, so you can make the best choice for you. We focus on introducing you to investments with at least a minimum earnings guarantee so your retirement dollars are safe. If your social security benefits weren't there, the income from these accounts would have to be your sole support.

Our customers are important to us and we never charge a fee for our services. We will begin with a free consultation, so you can learn exactly what your options are. Appointments are set at your convenience. We take the time to help you understand all your options so you can make a better, more informed decision.

Together we will develop a complete financial picture specifically for you. This budget will show you a realistic view of what your income and expenses will be during your retirement years, so you can prepare for and enjoy your retirement. Too many folks fail to plan for their retirement, and many find themselves dependent on others for their basic living needs. With good retirement planning, you will be able to keep your financial independence and make your own choices.

Click here to read a letter from Robert Carey