Our Services

Sousa Financial provides a broad range of services to individuals, families and business owners.  Since its founding in 1994, Sousa Financial has focused on responsive, personal, innovation and professionalism.

Sousa Financial will customize your portfolio allocation taking into consideration your limitations or restrictions, the market and economy at the time and your financial situation, goals and objectives.  

Sousa Financial is dually registered as an independent registered investment advisor and securities representative through Osaic Wealth, Inc. in order to offer a broad range of  investment advisory products and services.  

Types of Services

• Investment Management
  
  • Customized Individual Portfolio Management
  • Third Party Money Management Analysis, Recommendation and Monitoring
  
  
  
  
• Retirement Plan Consulting Services
  
  
  • Strategic Planning and Investment Policy Development/Review
  • Plan Review
  • Plan Fee and Cost Analysis
  • Acting as Third Party Service Provider Liaison
  • Assessment of Plan Investments and Investment Options
  • Plan Participant Education and Communication
  
  
  
  
• Financial planning
• Financial & Insurance Analysis
• Review of Executive Benefits