Products & Services

At Carey Wealth Management, we provide assisstance in the following areas:


Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

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

Insurance

  • Disability Income
  • Life Insurance
  • Long Term Care

Tax Planning

  • 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


 

If you would like to know more about our Products & Services, please contact us at:

Carey Wealth Management
2819 Crow Canyon Road Suite 101
San Ramon, CA94583
Phone: (925) 406-4186
Fax: (925) 406-4902
Email: Jamie@careywealthmanagement.com