(518) 522-1970

Mechanicville, NY 12118

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

The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Securities offered by Securities America, Inc., member FINRA (www.finra.org) / SIPC (www.sipc.org). Advisory services offered by Securities America Advisors, Inc. KKMB Financial and Securities America are not affiliated. Securities America does not provide tax or legal advice.

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!