SERVICES

Andrew Corrigan is a graduate of SUNY Geneseo. He is a member of the Financial Services Institute. In addition, he is a junior member of the Financial Planning Association of NY. Andrew holds his Series 6, 63, and 26 Securities licences. 

 

Andrew serves individuals and businesses in all areas of financial management, including:

  • Retirement planning Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
  • Estate planning Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
  • Education funding Recommending investment and accumulation strategies to help you pay for your children's education.
  • Investment Planning Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals