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Financial Services Information
We are a full service team of experts dedicated to providing possible for both individuals and companies on savings and investments, tax planning and retirement planning. We have a full range of products and services available to customize plans to meet individual needs.
Your representative is:
- Joseph M. Floss, CIC
Investment Advisor Representative
Frequently Asked Questions
What is a Prospectus?
A document provided by investment companies to prospective investors. The prospectus gives information needed by investors to make informed decisions prior to investing in a specific mutual fund, variable annuity or variable universal life insurance. The prospectus includes information on the minimum investment amount, the investment company's objectives, past performance, risk level, sales charges, management fees and any other expense information about the investment company, as well as a description of the services provided to investors in the investment company.
What does Tax Deferred mean?
Interest, dividends or capital gains that grow untaxed in certain accounts or plans until they are withdrawn.
Need More Info?
You can contact us today for more information.
Joseph M. Floss, CIC, Investment Advisor Representative, jfloss@ae.CadaretGrant.com. Securities and advisory services offered by Cadaret Grant & Co., Inc. Member FINRA/SIPC 9092 Main Street, Clarence, NY 14031. 716-631-0190. Licensed in New York, California, Florida, Texas, & Tennessee.
Floss Agency and Cadaret Grant are separate entities.