Information and interactive calculators are made available to you as self-help tools for your independent use. We cannot and do not guarantee their accuracy or their applicability to your circumstances. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues. The use of these calculators are not a guarantee of credit.
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.
Financial Planning offered through Lexco Wealth Management, a registered investment advisor and a separate entity from LPL Financial.
Our Retirement and Advisory Services Advisors are available to meet at our Commerce Street (Poughkeepsie) or Route 9 (Wappingers Falls) locations.
*Five Star Professional, is an independent and unrelated company from TEG Retirement and Advisory Services and LPL Financial, who administers surveys and screens award candidates against ten objective criteria. Award is not based on current or future investment performance. For more information visit www.fivestarprofessional.com