Our Services

At The Budin Group, we offer tailored financial services along with investment management solutions to help you achieve your unique financial goals.

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Investment Services

Investment Services

We provide assistance in the following areas regarding investment services:

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
Financial Planning and Insurance

Financial Planning and Insurance

We provide assistance in the following areas regarding financial planning and insurance services.

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Life Insurance 

Featured Resources

videos & TV Appearances

videos & TV Appearances

Take a look at our recent KNTV Channel 13 Appearances and other financially focused videos.

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Recent articleS

Recent articleS

View our recent blog articles, filled with resources and insights dedicated to our services. 

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Discover our insightful calculators that cater to a variety of financial needs including retirement, investments, and cash flow.

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