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TEG offers financial management planning and analysis to help you ensure you have the protection, income, and retirement resources you need.

  • No-cost second opinion on your current financial plan
  • Development of new investment and insurance strategies
  • Management and adjustment of your plan to fit changing needs
FinancialPlanningProcess

Meet our team and see how we can help you develop a personalized financial plan based on your unique needs.

Our Process

We offer a variety of investment options, and we’ll help you figure out which one is right for you.

Investment

It’s never too early to start saving for retirement! We can help you understand and choose from the options that are available to you.

Insurance

Enjoy the peace of mind that comes with knowing you and your family are protected.

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 and investment advisory services offered through National Planning Corporation (NPC), NPC of America in FL & NY (NPCOA), Member FINRASIPC, and a Registered Investment Adviser. Additional advisory services offered through Lexco Wealth Management, a Registered Investment Adviser.  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

Our Retirement and Advisory Services Advisors are available to meet at our Commerce Street or Fishkill locations.

View NPC’s Privacy Policy.

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