D&J RealtyInvestment Inc.

Services

What we can help with

Seven service areas, one point of contact. Each page explains what we do, what we need from you, and where we are licensed to do it.

01

Tax Preparation & Filing

Individual and small business returns, prepared and filed, with a plain explanation of what the return says.

Learn moreTax Preparation & Filing
02

Insurance Services

Reviews of existing coverage for families and small businesses, limited to what the company is authorized to discuss.

Licensed in 16 states

Learn moreInsurance Services
03

Florida Notary Services

Florida notary services for documents your bank, an agency, or an attorney needs signed correctly.

Learn moreFlorida Notary Services
04

Immigration-Related Services

Translation, form support, and document organization, limited to what the company is authorized to provide.

Learn moreImmigration-Related Services
05

Translation Services

Translation between English, Haitian Creole, and French for personal, family, and small business documents.

Learn moreTranslation Services
06

Annuities

Plain explanations of fixed and indexed annuities, subject to licensing and carrier availability.

Learn moreAnnuities
07

401(k) & Retirement Services

Retirement guidance for individuals and small businesses, within verified authorization.

Learn more401(k) & Retirement Services

Service disclosures

Tax preparation is licensed in all 50 states, insurance in 16 states, and notary services are performed in Florida. Advertising for immigration, insurance, annuity, and retirement services is limited to what we are legally authorized to offer.

Tax Preparation & Filing

Tax preparation is licensed in all 50 states; we confirm your state and the scope of work in writing before filing. This page is general information, not tax advice.

Insurance Services

Insurance services are offered in the 16 states where the company is licensed. Product availability varies by state and carrier.

Florida Notary Services

Notary services are performed in Florida only, under Florida law.

Immigration-Related Services

Immigration-related services are limited to activities the company is legally authorized to perform. This site does not offer legal advice and does not represent you before any agency.

Annuities

Annuity products require licensing and carrier appointments. No financial guarantee or investment advice is offered on this site.

401(k) & Retirement Services

This page is educational only and does not constitute investment advice.

Not sure which one fits?

Describe your situation in a sentence or two. We will tell you which service fits, or who to call if it is not us.

Book an Appointment

Please share only general information here. Documents are requested later, using a method we agree on with you.

Send an Inquiry