AmTrust Investment Services, Inc.

Strength and Integrity in Financial Services

You've worked hard to achieve success.  Let us reward you with wise planning, investing and risk management strategies.  We provide peace of mind for you and those who depend on you.  AmTrust Investment Services, Inc. and its affiliate AmTrust Insurance Agency, Inc. can help you achieve your financial goals through long-term relationships with knowledgeable and trusted Financial Advisors, focusing on six major areas of financial planning:  

Review Financial Situation    Managing Income Taxes
Protection Planning
Retirement Planning
Investment Planning
Estate Planning
The combination of AmTrust Investment Services, Inc. and its affiliate AmTrust Insurance Agency, Inc. provides the resources necessary to build a comprehensive and balanced financial solution.
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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Newsletters

Adding Stability in Volatile Times

One strategy that can add growth potential to a portfolio, without assuming many of the risks associated with the financial markets, involves purchasing an annuity contract from an insurance company.

Why Do Lower Prices Equal Higher Yields?

The price/yield relationship is rooted in the secondary bond market, where bonds may trade at a premium or discount of the par (or face) value.

Will Going Green Grow Green?

About one out of every nine dollars under professional management in the United States is already invested according to socially screened criteria. There are several key questions to ask yourself when considering how this rising tide could affect your portfolio.

Increase Your Protection

If your net worth exceeds the amount of liability coverage provided by your homeowners and auto insurance policies (each usually tops out somewhere between $300,000 and $500,000), you might want to consider an umbrella liability insurance policy.

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