No matter where you are in your life’s journey, the TEG Retirement & Advisory Services program is designed to help you get on track to wherever you want to go. We can help you develop a personalized financial plan that reflects your goals, time horizon, and tolerance for risk.

Talk to us if you’d like to:

  • Build a base of insurance protection
  • Accumulate retirement assets
  • Manage investments
  • Create an estate and retirement income plan

Call us today at (845) 452-7323 x1207 to schedule your complimentary, no-obligation consultation!

How It Works

When we first meet with you, we’ll give you an introduction to our approach to wealth management and discuss your philosophy toward money. You’ll share your greatest desires, biggest challenges, and your definition of an ideal future.

From there, we’ll conduct an in-depth review of your present situation and help you define your short, intermediate, and long-term goals.

Finally, we’ll present a summary of planning observations and the services to be provided.

Meet Our Team

TEG’s Investment Advisors are independent advisors with no proprietary products. We work for you and you alone!

Karen Levrini

Financial Services Coordinator to Jean Riordan

Jean K. Riordan, MBA

Vice President of Retirement & Advisory Services, MBA

FINRA BrokerCheck

FINRA BrokerCheck is a free tool to help investors research the professional backgrounds of current and former FINRA-registered brokerage firms and brokers, as well as investment adviser firms and representatives. The site also has links to resources like educational tools for investors.

For assistance or for more information, give us a call at (845) 452-7323. We’ll be happy to help you!

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 FINRASIPC. Insurance products offered through LPL Financial or its licensed affiliates.

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

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