Products & Services

At Robert M. Danna, CPA, we provide assistance in the following areas:

Investments

• IRA’s – Rollovers, Traditional, Roth, Conversions, SEP, SIMPLE & Educational
• 529 Plans
• Mutual Funds
• Variable Annuities

Investment Planning

• Tax Planning
• Retirement Planning
• Insurance & Risk Management Planning
• Investment Strategies
• Education Funding
• Estate Planning

Insurance

• Disability Income Insurance
• Life Insurance – Term, Whole, Universal, Variable
• Fixed Annuities
• Indexed Annuities
• Long Term Care

Tax Preparation & Planning

• Individual Tax Preparation and Planning
• Business Tax Preparation and Planning