Broker Check

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