Broker Check

Products & Services

At Fareed Wealth Management, we provide assistance in and access to the following areas:

Comprehensive Financial Planning and Consulting

  • Analysis of Needs and Goals
  • Retirement Planning
  • Income Distribution
  • Tax Planning
  • 401(k) Planning
  • Stock Option & ESPP
  • College Planning
  • Estate Planning
  • Trusts*
  • Investment Policy Statements for Institutions
  • Spending Plans for Institutions
  • Mortgage Planning
  • Risk Management 

Investments

  • Brokerage and Advisory Accounts
  • Common Stock
  • Preferred Stock
  • Bonds
  • Mutual Funds
  • Managed Futures 
  • Real Estate (REITS)
  • Government Securities
  • Variable Annuity

Insurance

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance

*LPL Financial Representatives offer access to trust services through the Private Trust Company, N.A., an affiliate of LPL Financial.