CONTACT US
LOCAL OFFICE
225 Arlington Street
Medford, MA 02155
781.391.6455
SUPERVISORY OFFICE
167 Exeter Road, Suite 1
Newfields, NH 03856
603.659.7626
4510 E Thousand Oaks Blvd
Weslake Village, CA 91362
PH: 805.497.9222
FAX: 805.495.9935
Member FINRA/SIPC
Financial Services
In addition to investments, Donna Clifford can help you with the following other financial services:
Life Insurance
Life insurance policies provide for your dependents in case of your untimely death. They can also be used to fund college or retirement. Term, whole life, and adjustable life policies are available.
Fixed Annuities
Fixed annuities are one way to provide a stable income in retirement.
Tax Planning
Donna Clifford is an Enrolled Agent and has more than 25 years experience in tax preparation and planning. She can help you understand and plan for the tax implications of your investments. If you have property that has appreciated substantially in value, she can assist you in deferring taxes through an Internal Revenue Code section 1031 real estate exchange.
Tax preparation is available through Hughes & Chase, CPAs.
Last Updated (Wednesday, 13 April 2011 08:36)
Donna Clifford is a representative of and securities are offered through Financial West Group, member FINRA, SIPC. The Progressive Asset Management Group is the socially responsible division of Financial West Group. Supervisory Branch: 167 Exeter Road, Suite 1 Newfields, NH 03856; 603.659.7626. Rainbow Solutions is not affiliated with Financial West Group. |
