Joseph Xerri, AAMS

Senior Vice President - Investment Officer

Income Strategies

Many of today's savvy investors understand the need to diversify their income sources.
We offer 5 potential income strategies for you to consider............

1) Tax Free Municipal Bonds 

2) Variable Annuity with an optional extra cost living benefit rider 

3) Diversified Stock Income Plan (DSIP) 

4) Managed Accounts focused on providing income  

5) Options

For more information, please click here and let us know how we can help you or call us at (732) 576-4892 for a complimentary appointment.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Investment and Insurance Products are:

  • Not Insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

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