Our Services

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
  • Employee Pension & Profit Sharing
  • 401(k), SIMPLE and SEP Plans
  • Key Executive Plans


  • 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

  • Medicare Supplemental Insurance
  • Long-Term Care Insurance
  • Pet Insurance