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Our Services

As registered representatives of Cambridge Investment Research, Inc., we have the experience and stability to help grow and protect your wealth. We craft custom financial solutions and work with you to identify long-term goals and develop strategies to reach them.‚Äč


At Stratz & Company Financial Services, we provide assistance in the following areas:

Investments offered through Cambridge Investment Research, Inc.

  • Bonds
  • Common Stock
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Variable Annuities

Financial Planning offered through Cambridge Investment Research Advisors, Inc.

  • Retirement Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Money Management
  • Individual(k) Planning
  • 457(b) Planning.

Insurance

  • Fixed and Indexed Annuities
  • Long Term Care Insurance
  • Life Insurance
  • Disability Income Insurance