Services
Financial Planning
There are many challenges on your path to financial success. Having a solid plan is the best way to ensure you reach your destination.
Financial Planning
We help develop customized financial plans based on your unique situations and goals. We draw on our expertise in the following areas:
- Investments
- Retirement
- Life Insurance
- Risk Management
- Estate Planning
- Group Benefits
- Business Planning
- Cash Flow and Budgeting
- Major Life Purchases and Events
Portfolio Consulting
With a one-time portfolio consultation, you receive independent, unbiased advice on your investmnets. We will also provide a set of recommendations that you can implement on your own. This service is perfect for retirement plans such as 401k's and 403b's, or if you have had a large influx of assets due to inheritance or asset sale.
Securities offered through Purshe Kaplan Sterling Investments. Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207
Purshe Kaplan Sterling Investments and Stephen J. Garry & Associates, LLC are not affiliated companies.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
Copyright © 2018 Stephen J. Garry & Associates, LLC