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 confidence 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 offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Our Retirement and Advisory Services Advisors are available to meet at our Commerce Street or Route 9 – Wappingers Falls locations.

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