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Investment Management

Investment Services 

Investment Services 

At Scafa Financial Services, LLC, we match your desired lifestyle and long-term financial goals with our investment strategies. Every recommendation is made specifically to meet your needs, and we take the time to help you understand your financial opportunities both now and in the future.

With consideration for your individual risk tolerance and potential tax repercussions, we conduct research, design, construct and manage an investment portfolio. While ensuring that short-term financial needs are met through low-volatility vehicles, our tax-smart approach also includes a variety of investment products to increase the potential for long-term growth. Although there are many unknowns and fluctuations in the stock market, our team continues to be more concerned with your financial goals' long-term success than with short-term gains.

We can help with the following investment services and product offerings:

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Government Securities
  • Roth IRA
  • Simple IRA
  • Mutual Funds
  • Traditional IRA
  • Treasury Securities
  • Variable Annuities