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130 Court Street
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
At Moff and Associates we provide help in the following areas:
SEPSimple IRAEducational IRARoth IRATraditional IRACommon Stock*Full Services Brokerage Accounts*Government Securities*Treasury Securities*Bonds
AnnuitiesFixed AnnuitiesVariable Annuities*LifeLong Term CareDisability Income
Asset managementRetirement plans401 (k) planningMoney purchasing planProfit sharing plan.Estate planningFinancial StrategiesGeneral Tax StrategiesCollege Funding403 (b) PlanningIf you have any questions please email or call us.
email@example.com | (570) 326-2533