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
-
Keeping Cool in Volatile Markets
Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
-
Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
-
Strategies for Taking RMDs
This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
Calculators
-
Lease Payment
How much would your monthly lease payment be?
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
