• Financial Plan Analysis
• Comprehensive Financial Plan Development
• Investment Plans
• Retirement Plans
• Estate Planning
• Insurance Protection

To schedule an appointment, please call Jean Riordan at (845) 452-7323 x 1222 or Lois Upton at x 1314. There is no cost or obligation.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities licensed associates of TEG Retirement and Advisory Services are Registered Representatives offering securities and investments through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY (NPCOA), Member FINRA /SIPC. Investment Advisor Representatives offer advisory services through Lexco Wealth Management, Inc, a Registered Investment Advisor. Registered Representatives of NPC/NPCOA may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. TEG Retirement and Advisory Services, Lexco Wealth Management, Inc. and NPC/NPCOA are separate and unrelated companies.

Not FDIC/NCUA Insured - No Bank Guarantee - May Lose Value

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