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Investment Services

Ian offers a variety of products and services to help you solve today's personal and business financial problems and to prepare for the future.

Ian Frederick

Ian Frederick

Financial Advisor with Commonwealth Financial Group

 

To schedule a no obligation consultation, contact Ian at (603) 489-6141 or ifrederick@financialguide.com.

View our Customer Relationship Summary

Logo - Commonwealth Financial Group

 

Financial Resource Services

  • Review of Savings and Investments
  • Retirement Income Needs Review
  • Life, Disability Income and Long Term Care Insurance Needs

Retirement Products & Services

  • Individual Retirement Accounts (IRAs)
  • 401(k) / 403(b) / 457(b) / Pension Rollovers
  • Fixed and Variable Annuities
  • Retirement Needs Review

Tuition Funding Programs

  • 529 College Savings Accounts
  • College Costs Analysis
  • Insurance and Investment Products

Estate Planning

  • Estate Preservation
  • Tax Reduction Strategies
  • Charitable Giving/Gifting

Investment Products

  • Mutual Funds
  • Securities Brokerage Services
  • Variable Annuities
  • Unit Investment Trusts

Check the background of this investment professional on Broker Check by FINRA

Investments and/or insurance products offered:
ARE NOT insured by the NCUA or any other federal government agency
ARE NOT credit union deposits or other obligations of or guaranteed by the Credit Union
ARE subject to investment risks, including the possible loss of principal amount invested

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) and are not subsidiaries of MassMutual or its affiliated companies. Ian Frederick is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory Address: 101 Federal Street, Suite 800, Boston, MA 02110 (617) 439-4389.

CRN202409-955847