Bridging the Gap to Your Financial Future

At Tri-State Financial Services, we not only value your business and confidence in our firm but commit ourselves each day to providing honest, clear and professional guidance for all your financial needs. We are a full-service financial provider offering a broad range of products and services including:

Personal Financial Needs                                            


  • Education Strategies
  • Estate Planning
  • Retirement Planning
  • Wealth Accumulation
  • Legacy Planning



Employee Benefits



  • Group Life & Disability  Insurance
  • Group Health Insurance
  • Employee Pension & Profit Sharing
  • 401(k), SIMPLE and SEP Plans
  • Key Executive Plans



Investments



  • Mutual Funds
  • Roth & Traditional IRA's
  • Investment Products & Services for Institutional Investors
  • Brokerage CDs
  • Common Stocks
  • Corporate, Government & Municipal Bonds



Business Protection



  • Business Succession Planning
  • Key Person Life Insurance



Insurance & Annuities



  • Term Life Insurance
  • Whole Life Insurance
  • Universal Life Insurance
  • Fixed, Variable & Indexed Annuities



Other Forms of Insurance



  • Group Health Insurance
  • Individual Health Insurance
  • Medicare Supplemental Insurance
  • Long-Term Care Insurance
  • Medicare Advantage Plans
  • Medicare Prescription Drug Plans
  • Pet Insurance