Services Financial Management and Consulting

Planning for your financial future is a time-consuming, and often, daunting task. Make the process easy and hassle-free with financial planning and management services from me, an experienced planner in Mechanicville, New York.

 

Making Preparations

Financial planning and management is essential when preparing for your future and retirement. Allow me, Ben Murphy, to provide you with personalized services to help ensure you're prepared properly. Some of my top-quality services include:

 

 

Annual Reviews

  • IRA Rollovers
  • Individual Retirement Accounts
  • Roth Individual Retirement Accounts
  • Asset and Portfolio Management
  • Small Business Retirement Plans
  • 401[k] Plans
  • 403[b] Plans
  • Mutual funds
  • Life Insurance
  • Annuities
  • Variable Annuities
  • Long Term Care Insurance

Registered Representatives of INVEST Financial Corporation, member FINRA / SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with other entities named.

www.sipc.org

www.finra.org

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

INVEST Financial Corporations's Privacy Policy

Important Consumer Information:

This site is for informational purposed only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representative and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.

Schedule an appointment with me, your local financial planner in Mechanicville, New York, to start the planning process.

Interested in just Life Insurance? Click here to find out more information!