Mutual, Inc.

We understand the unique needs of New Yorkers, especially those who work in education. From retirement and estate planning to tax preparation and insurance consulting, we’ll help ensure that every piece of your financial strategy works together so that you can achieve your goals. A PlanMember Financial Center in Farmingville, New York, Mutual, Inc. is part of an exclusive network of financial centers located across the country that specialize in delivering retirement plan solutions to individuals and employers. The Mutual, Inc. team of financial professionals helps people at every life and career stage plan and manage their income and retirement. First, we customize a savings and investment plan so each client can clearly see how much they will need to save in order to be better positioned to achieve their retirement goals. The experience of the Mutual, Inc. team, combined with PlanMember’s Proven Approach to Retirement Investing, creates a powerful synergy you can trust, along with responsive service and broad investment choice. We deliver qualified investment options through the PlanMember 403(b) & 457(b) Savings Program, giving educational employers and employees access to a full-service retirement solution. Mutual, Inc. advisors are registered representatives of and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. PlanMember is not the broker/dealer for the U.S. Retirement Partners. Mutual Inc. and U.S. Retirement Partners are independently owned and operated companies and not affiliated with PlanMember Securities Corporation. PlanMember is not liable for ancillary products or services offered by any of the above mentioned companies. 6187 Carpinteria Ave, Carpinteria, CA 93013, (800) 874-6910.

网站

https://www.planmember.com/mutualinc/

Mutual, Inc.的外部链接

所属行业

金融服务

规模

11-50 人

总部

Farmingville，New York

类型

私人持股

创立

1989