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Tripp & Co., Inc.
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Our Services
Account Services
Asset Management
Brokered Certificates of Deposit
Business Retirement Plans
Financial Advisory Services
Insurance Services
Investment Services
New and Secondary Issues
Retirement Planning Choices
Tax Consulting
529 College Savings Plans
Account Services
Comprehensive Monthly Statements
Cash Management Accounts
Safekeeping Services
Free Checking Account with Money Market Rates ($1000 minimum to open)
Access to all Individual and Business Retirement Plan Services
Re-Org and Bond Redemption Services
Itemized Check Disbursement
Money Market Sweep Programs
Mutual Funds/Reinvestment
Research
We clear our transactions on a fully disclosed basis through the Pershing, LLC the leading clearing agent in our industry. This allows us to afford our clients the "fringe benefits" associated with large securities dealers, without losing the specialization and one on one service that they have grown accustomed to at Tripp & Co., Inc.
Though we clear our transactions through Pershing, LLC, we maintain an operations staff that handles the day to day activities to assure our accounts are being serviced with the personal touch.
For more information contact a Tripp & Co., Inc. account executive.
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Asset Management
Tripp & Co., Inc. provides for our larger retail and institutional clients both fee based, and transaction based, portfolio management based on a total return strategy. This program is founded in fixed income securities with a goal of above market returns based on cash flow and appreciation. For more information contact a Tripp & Co., Inc. account executive.
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Brokered Certificates of Deposit
In 1933, after the Great Depression, Congress created the Federal Deposit Insurance Corporation (FDIC) to ensure that Americans would never be concerned over the safety of funds held in American banks and savings and loan institutions. Today, through brokered certificates of deposit, investors are offered a combination of flexibility and safety. Certificates of deposit (CD’s) give investors unique opportunities in structures, pay schedules and maturities. Indeed, there are many possibilities in today's CD market. For more information contact a Tripp & Co., Inc. account executive.
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Business Retirement Plans
Tripp & Co., Inc. establishes and services business retirement plans for small and large businesses. We offer competitive rates, top-notch service, and a wide variety of current products available. Our account executives will evaluate and make recommendations on an existing plan or help establish a customized plan to fit your objectives. No business is too small or too large for us to help.
There are several benefits that business owners should be aware of, including tax-deferred growth of investments, tax savings for the business, and the ability to attract and retain quality employees. A Tripp & Co., Inc. representative is available upon request to answer questions on contribution limits, adding greater flexibility, and can recommend a plan that will maximize the benefit for you.
Did you know that if you are a small business owner you may have a fiduciary responsibility to educate your employees about their retirement plan? If you current plan provider is not assisting you with this, our account executives are available to help with the enrollment and education of your employees. For more information contact a Tripp & Co., Inc. account executive.
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Financial Advisory Services
Tripp Financial Group, Ltd. (the parent company of Tripp & Co., Inc) functions as a Financial Advisor to various privately owned as well as publicly traded companies. These services have included:
Management Advisory
Placement of Fixed Debt
Shareholder Advisory
Financial Public Relations
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Investment Services
Tripp & Co., Inc. executes securities transactions for retail/institutional clients on either a principal or agency basis. Through a combination of our underwriting participation and modern data systems we can access virtually every publicly traded security in both primary and secondary markets, including Municipals, US Governments, and Corporate fixed income securities. For more information contact a Tripp & Co., Inc. account executive.
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Insurance Services
Recognizing the need for insurance and obtaining proper coverage is an important part of protecting the long-term security of your family or business. Whether you are considering Life Insurance, Business Insurance, or Long Term Care Insurance, we can help. Tripp & Co., Inc. will do the work for you. We can find the lowest rates available from our preferred providers and will provide you with a competitive quote upon request.
A Tripp & Co., Inc. account executive will build a personal relationship with you, manage the policy effectively, and even work with the beneficiaries to make sure your wishes are carried out. We will be there every step of the way.
Many policies sold over the last 10 years were based on unrealistic expectations of market performance. As a result many policies are set to expire unless additional premiums are paid. We highly recommend that you contact your insurance provider and request that they send an “In-Force Illustration” for review. Click here for a request form.
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New and Secondary Issues
Until recently, the corporate bond market was captive to institutional investors only. We now offer direct access to new issues of original offerings of large U.S. corporations. If you would like more information on both new and secondary issues of corporate bonds, please visit the “New Issues” page. For more information contact a Tripp & Co., Inc. account executive.
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Retirement Planning Choices
There is a wide variety of tax-advantaged ways for individuals to save for retirement. Because of their income tax benefits and because IRAs are so easily established, they have become one of the most often used retirement savings vehicles available today. Recent tax laws, however, have created three very unique types of IRAs – the Traditional IRA, the Non-Deductible IRA and the newer Roth IRA. Which is right for you?
Many factors must be considered planning your retirement:
• current income
• marital status
• income tax rates(current and future)
• how the money will be used
• when the money will be needed
• investment returns
• and the availability of a retirement plan at work.
A Tripp & Co., Inc. will assist you in examining your personal situation and create a retirement plan to fit your individual needs. For more information contact a Tripp & Co. account executive.
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Tax Consulting
Tripp & Co., Inc. maintains a resident CPA, which adds a unique perspective to the firm. Tax advice and preparations as well as estate and financial planning are available to our clients on a fee basis. In recent years there has been an increased desire by individuals to study their current personal financial condition and to plan for the future. Planning and forecasting will help build a secure financial base to meet your personal goals and objectives. For more information contact a Tripp & Co. account executive.
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529 College Savings Plans
We offer a variety of college savings plans. A 529 plan is a state-sponsored education savings program that allows an individual to save in a tax-deferred account to pay for a beneficiary's post-secondary education at any accredited school in the United States. Withdrawals are federal income tax-free as long as the money is spent on tuition, room, board, books, or other qualified expenses.
An outstanding feature of 529 Plans is that you, the donor, retains control over the account. The money accumulated in a 529 College Savings Plan does not automatically become property of a particular child at age 18. As the owner, you may change beneficiary at any time as long as it is within the same family. For more information contact a Tripp & Co., Inc. account executive.
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Click Here For A FREE Municipal Bond Guide.
Tripp & Co., Inc. 635 Palmer Ave. West Keansburg , NJ 07734 888-48TRIPP(87477) |
Tripp & Co., Inc. |
Tripp & Co., Inc. 751-2 Coates Avenue Holbrook , NY 11741 866-874-7726 |
Tripp & Co., Inc.
40 Rector Street
New York , NY 10006
877-38TRIPP(87477)
Member NASD, SIPC
E Mail: info@trippco.com
