In My Book: Services
Retirement PlanningCarefully planning for your retirement is now more important than ever. Individuals can no longer rely on Social Security and employee pension programs to help ensure that you can retire comfortably in the lifestyle you deserve. Wedbush Securities is dedicated to providing you with retirement planning guidance whether you are just starting to save, are nearing retirement, or are currently retired. We offer comprehensive services and resources to assist you in reaching your retirement financial goals.
AnnuitiesWedbush offers a wealth of choices for annuities and insurance products--all from well-respected companies selected through our careful review process.
Long Term CareLong-term care insurance covers care typically not covered by health insurance, Medicare or Medicaid. Long-term care insurance most often covers home care, assisted living, adult daycare, respite care, hospice care, nursing home and Alzheimer’s facilities.
Asset ManagementWEDBUSH, Inc. is a leading financial services and investment firm that, through its holdings, provides private and institutional brokerage, investment banking, research, clearing and execution, private capital, commercial banking, and asset management to individual, institutional and issuing clients.
Wealth ManagementAt Wedbush Securities, we are dedicated to your financial success. We recognize that everyone’s financial goals and personal journeys are different. That is why our wealth management solutions are more than just product offerings; they are comprehensive personalized solutions that encompass every aspect of your financial life.
Investment ManagementToday's investors demand more than just traditional stock and bond recommendations – they also want professional portfolio management. Wedbush Securities maintains close connections with some of the best third party portfolio managers in the industry. To choose the right managers for our clients, we screen thousands of investment firms using performance-based and risk-related criteria, followed by on-site evaluations. Once vetted, Wedbush Asset Management professionals provide fully customizable portfolio analysis and asset allocation for high-net worth individuals and institutions through several fee-based solutions.
Mutual FundsWedbush Securities provides clients with access to over 180 mutual fund families with availability surpassing well over 10,000 stock, bond and allocation funds.
Avoiding ProbateNote: Annuities are offered by insurance companies and are sold through licensed agents. Annuities are income tax deferred, avoid probate and can provide income for a specific period of time.
Disclaimer: YP recommends that you always check with the business for pricing and availability of products and services. Although YP believes this information to be correct when posted, it is always subject to change by the business, so YP cannot guarantee the current accuracy of any product, service, inventory or pricing information shown here. YP’s display of a products or services list for a business does not imply any affiliation with, endorsement of or sponsorship between YP and either the listed business or any of the products or services included on such list.
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