AmTrust Investment Services, Inc.

Strength and Integrity in Financial Services

You've worked hard to achieve success.  Let us reward you with wise planning, investing and risk management strategies.  We provide peace of mind for you and those who depend on you.  AmTrust Investment Services, Inc. and its affiliate AmTrust Insurance Agency, Inc. can help you achieve your financial goals through long-term relationships with knowledgeable and trusted Financial Advisors, focusing on six major areas of financial planning:  

Review Financial Situation
Protection Planning
 Managing Income Taxes
Estate Planning

The combination of AmTrust Investment Services, Inc. and its affiliate AmTrust Insurance Agency, Inc. provides the resources necessary to build a comprehensive and balanced financial solution.

AmTrust Investment Services, Inc. Tax Free Annuity Offer Guaranteed RateAmTrust Bank bank owned property amtrustreo.com

 
Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Newsletters

HOT TOPIC: Social Security and Medicare in Crosshairs

An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

Estate of Emergency?

To help ensure that an estate is distributed according to one's wishes, it’s important to have certain legal documents in place.

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