We can review your current investment program and make recommendations, or we can help you develop a new or more comprehensive investment plan. You can choose from a complete menu of investment opportunities:
- Mutual funds (choose from a variety of funds)
- Brokerage accounts (general securities, stocks, bonds, and unit investment trusts)
- Managed accounts
To schedule a no-obligation consultation, please call us at (845) 452-7323 x1207.
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 FINRA/SIPC, 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 (Poughkeepsie) or Route 9 (Wappingers Falls) locations.