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Our Services

At M.W. ARAGAO, we provide assistance in the following areas:

Investment Vehicles

  • Common Stock
  • Exchange-traded funds
  • Mutual Funds
  • Corporate Bonds/Notes
  • Treasury Bonds/Notes
  • Municipal Bonds/Notes
  • Certificates of Deposit (CD)
  • Money Markets
  • Options
  • Limited Partnerships 
  • Traditional IRA
  • Roth IRA
  • SEP/SIMPLE IRA
  • 401(k)
  • 403(b)/457(b)
 

Financial Calculators

  • Retirement Planning
  • Tax Planning
  • 401 (k) Planning
  • 403 (b) Planning
  • Education Funding
  • Estate Planning
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans
  • 457(b) Planning
 

Insurance

  • Disability Insurance
  • Life Insurance
  • Long Term Care Insurance
 

Tax Planning & Business Consulting

  • Relocation Tax Issues
  • State Tax Return Preparation
  • Representation Before the IRS
  • Tax Return Preparation
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns