Information for Investors

When you work with a Cantella Financial Consultant, you are working with someone who is not conflicted by pressure to market the firm's proprietary products (we have none). Cantella representatives have access to a vast array of information, products, services, and experts from retirement planning to asset allocation to help you analyze and implement a financial strategy to meet your financial needs. Your Cantella representative is here to help guide you through each stage of your life in an ever-changing investment environment.

Available services:

  • Portfolio Analysis
  • Asset Allocation
  • Wealth Accumulation Strategies
  • Retirement Planning
  • Tax Planning Strategies
  • College Education Funding
  • Business Succession Planning
  • Charitable Planning
  • Cash Management
  • Consolidating Assets and Bills
  • Asset Manager Search and Implementation
  • Equity and Bond Research
  • Employee Stock Option Strategies
  • Estate Planning

Available products include:

  • Choose from over 12,000 Mutual Funds
  • Access to over 75 Insurance Companies
  • Variable and Fixed Annuities
  • Equities
  • Bonds
  • Certificates of Deposit
  • Money Markets
  • Unit Investment Trusts
  • Options
  • Check Writing
  • Visa Gold Debit Card
  • Automatic Bill Paying
  • Separately Managed Accounts
  • Direct Participation Programs
  • Alternative Investments
  • Initial Public Offerings
  • Real Estate Investment Trusts
  • 1031 Exchange Programs
  • 401(k) Plans
  • 403(b) Plans
  • SIMPLE Plans
  • Roth IRAs
  • SEP IRAs
  • Health Savings Accounts
  • Money Purchase, Profit Sharing, and Defined Benefit Plans
  • Individual Retirement Accounts
  • Margin Accounts
  • 529 Plans
  • Transfer on Death Accounts
  • Term, Universal, Variable, and Whole Life Insurance
  • Disability Insurance
  • Long Term Care Insurance

Cantella & Co., Inc. does not provide legal or tax advice. We will gladly work with your qualified legal or tax professional.

Mutual Funds are sold by prospectus only. Please carefully consider investment objectives, risks, charges, and expenses before investing. For this and other information please call our Compliance Department at (800)333-3502 to request a free prospectus. Please read it carefully before you invest.

Principal value, income payments, and investment returns of a variable annuity will fluctuate, and you may have a gain or loss when money is received. Before investing, consider the investment objectives, risks, charges and expenses of the annuity and its investment options. For this and other information, call our Compliance Department at (800)333-3502 for a free prospectus. Please read it carefully before you invest.

Contact Information

Cantella & Co., Inc.
28 State Street 40th Floor
Boston, MA 02109
(800) 333-3502