
New York Metro Area, NY
Retirement Finance Services - New York Metro Area - Financial Planning

Description:
Principal protected retirement accounts
Capture market gains and avoid market losses
444 Old Post Road Suite E
Bedford, NY 10506
Additional Details
Retirement Finance Services has been providing "Safety First" financial advice to its clients for nearly twenty years. Our mission is to achieve financial security for our clients, firstly through the successful accumulation of retirement funds and then secondly by using those funds to provide a safe and financially secure retirement. A key focus of our services is ensuring that our clients can grow their retirement funds and at the same time protect them from the volatility that can occur in the stock and bond markets. Fortunately, there are now products available that allow the investor to benefit from market gains and at the same time be protected from market losses. We make no charge for our services and can also, if appropriate, introduce 'no fee' retirement account products. We have a $20,000 minimum account size, except for new IRA accounts and 401k Plan, 403B and IRA Rollover accounts.
Retirement Finance Services