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Our Services

At Paiva Financial Services, we provide knowledgeable assistance in the following areas:

Income Tax

  • Personal Tax Preparation
  • Small Business Tax Preparation
  • Tax Research and Planning
  • IRS ITIN Applications (W-7)

Investments

  • Mutual Funds
  • Traditional IRA
  • Roth IRA
  • Sep IRA
  • Simple IRA
  • Fixed Index Annuities
  • Variable Annuities

Financial Strategies

  • Fixed Annuities
  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans

Insurance

  • Life Insurance
  • Health Insurance
  • Business Liability Insurance
  • Homeowner’s Insurance
  • Auto Insurance

More

  • Notary Public
  • Translations