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Services

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. For over 25 years, Shelly L Aros and the staff at Aros Asset Management, Inc. have focused on providing solutions for investors just like you. We have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to purse their financial objectives.

We work as a team to develop practical resources to help provide a more consistent investment experience. By using a partnership approach with our clients, we can provide the information they need to make intelligent and informed decisions about money and avoid costly mistakes. At Aros Asset Management, Inc., we recognize that each situation is unique and take pride in the relationships that have been built and the differences this has made in the lives of others.

Investments

Bonds

Common Stock

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Variable Annuity

529 Plans

    Financial Planning

    Retirement Plans

    Tax Plans

    401(k) Planning

    403(b) Planning

    College Plans

    Estate Plans

    Insurance

    Disability Income Insurance

    Life Insurance

    Long-Term-Care Insurance

    Health/Medicial

    Medicare

    For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

    [email protected] |  714.919.4383