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Home > Financial Services > Stock Brokers > Costa Financial Securities, Inc.
Costa Financial Securities, Inc.
Costa Financial Securities, Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Costa Financial Securities, Inc. is a Broker Dealer situated in Boca Raton, Florida specializing in money management, investments, and estate and retirement planning. They have a diversified client base. The professionals at Costa Financial Securities serve the type of individuals that value a competent, independent, objective and relationship-driven Broker Dealer.
They have established numerous long-term relationships built on trust and personal attention. Their excellence, performance and sincere appreciation of their clients are major factors why they stay with them year after year. The company's mission is to optimize their client's financial asset values by employing an investment strategy designed to enhance their overall financial performance and reduce the fluctuations and volatility of investment returns.
Depending on each client’s objectives, Costa Financial Securities may utilize investmentvehicles. Their excellence in knowledge, research and bond laddering helps them to develop a balanced and diversified income producing portfolio. Costa Financial Securities’ knowledge and capacity to invest in the right selection of bonds, preferred stock and annuities provides their clients with an investment that can provide growth and a steady flow of valuable income.
Clients who are in higher tax brackets may benefit from Tax Deferred Variable Annuitiesby protecting their principal throughout the life of the annuity. They conduct an analysis of each client’s condition to select the annuities that can best achieve the right balance ofincome and growth with optimal return. They represent the most competitive VariableAnnuities in today’s financial environment.
Life insurance may be used to protect a spouse and family. It can also benefit individuals needing to reduce or eliminate estate taxes. Life Insurance is purchased with the proceedsgoing into an irrevocable trust that prevents taxation. These proceeds can sufficientlyprovide beneficiaries the necessary funds to pay taxes on one's estate.
Costa Financial Securities has over $200,000,000 in client assets. Most of their clients are corporate owners, CEO’s, doctors, lawyers, professional athletes and other professionals as well as retirees. At Costa Financial Securities personalized service also means developing a real relationship with you.
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