Louis R. Panigrosso, JD
President
(Click On Lou's Photo To Link To His Bio)
R. Ronald Panigrosso, Founder George R. Haskins, Founder
1946 - 2022 Retired
Financial Information and Insurance Programs
That are Truly Independent
Confidential Brokerage Services is a full-service financial firm committed to helping people pursue their financial goals and understanding their insurance needs. We offer a wide range of financial and insurance products to individuals and business owners. WE MARKET NO PROPRIETARY PRODUCTS.
We believe we can help you better identify your goals and make sound financial decisions for you, and your family.
Please call us if you have questions about the financial and insurance services we provide. Confidential Brokerage Services looks forward to hearing from you.
Newsletters
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New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
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New FAFSA Favors Grandparent College Giving
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.