Apple Valley Insurance & Financial Services, Inc.
Our Services
Every financial plan is unique, which is why we offer a wide variety of products and services to support your individual goals. From investment and retirement strategies to insurance protection and college savings solutions, we work with you to identify the options that best fit your needs.
Annuities
Fixed Indexed and Fixed Annuities
Immediate Annuities
Variable Annuities
Buffered Annuities
Stocks
Mutual Funds
Fixed Income
Certificates of Deposit (CD's)
Corporate Bonds
Government Sponsored Enterprises
Mortgage-Backed Securities
FHLMC
FNMA
GNMA
Municipal Bonds
US Treasury Securities
Zero Coupon Bonds
Insurance
Long Term Care
Permanent Life
Single Premium Variable Universal Life
Survivorship Universal Life
Term Life
College Savings Programs
529 Plans
Coverdell Education Savings Accounts
Custodial Accounts
Retirement Plans
Individual Retirement Accounts (IRA's)
Roth IRA's
401(k) Plans
403(b) Plans
457(b) Plans
Money Purchase Pension Plans
Profit Sharing Plans
Simple IRA's
Sep IRA's
Retirement Plan Rollovers
General Services
Complete Financial Organization
Equity Research
Investor Education Programs
Managed Account Programs
Portfolio Analysis
Systematic Investing
Dollar Cost Averaging
Dividend Reinvestment
Income Reinvestment