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  2. What We Do
  3. Our Services

Our Services

At Financial Advantage Associates, Inc. we offer a comprehensive line of products and services, as well as diverse financial expertise and responsive service. From insurance needs to college funding, retirement or estate planning, we’re committed to helping you accomplish your long-term financial objectives.

Our team makes available the following services:

For Individuals:

  • Fee-based Portfolio Management*
  • Fee-based Financial Planning*
  • College Funding
  • Retirement Strategies
  • Estate Planning**
  • Life, Disability & Long-term Care Insurance
  • Tax Reduction Strategies**
  • Stocks and Bonds*
  • Mutual Funds*

For Businesses:

  • IRAs, SEPs, KEOGHs & 401(k)s
  • Deferred Compensation
  • Key Employee Insurance
  • Executive Bonus Arrangements
  • Profit Sharing
  • Retirement Strategies
  • Executive Compensation Programs
  • Financial Education Seminars
  • Buy/Sell Funding
  • Succession Solutions

 

Reaching Your Destination

At Financial Advantage Associates we work with you to make sure that you are on the right path for yourself, your family, your business and your dream. We have built a strong team at Financial Advantage Associates that is here to help direct you on your financial journey. As the environment changes, we’ll adjust this plan to ensure you are still heading in the right direction.
           

*Securities and investment advisory services are offered through Securian Financial Services, Inc. member FINRA/SIPC. Financial Advantage Associates is independently owned and operated. **This information should not be considered specific tax or legal advice. Consult your tax/legal advisor regarding your own tax/legal situation.

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Contact info

  •   1803 Research Boulevard, Suite 401, Rockville, Maryland 20850
  •   (301) 610-0071
  •   info@finadvinc.com

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Our firm has various representatives that are licensed to conduct business in MI for non-registered insurance products only.

We also have various representatives that are licensed and registered to conduct business in the following states: AZ,CA,CO,DC,DE,FL,GA,MD,MN,MO,NC,NJ,NY,OH,OR,PA,SC,VA,WV for non-registered and registered insurance products, as well as securities.

Financial Advantage Associates, Inc. is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Financial Advantage Associates are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Financial Advantage Associates are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3045425 10-2020

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