Our Practice

We are a full-service financial firm committed to helping people pursue their financial goals. Through our broker-dealer, Voya Financial Advisors, Inc. we offer a wide range of financial products and services to individuals in the education and municipal government sectors, as well as others. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide.

 

Build your financial future with a plan.

At Voya Financial Advisors, we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges in part on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where we come in.

If you are primarily searching for money management strategies, we draw on years of market data and research before making a recommendation for your portfolio. Now more than ever, cost and fees are important - we employ many strategies and investments to manage costs so your portfolio has a fighting chance.

Questions to ask yourself:

  • Am I taking on too much risk for the return I am getting?
  • Am I in the right investments?
  • Am I paying too much?
  • How much money will I need in order to retire?
  • How much will I receive from my pension system?
  • What are my 403(b) or 457 plan distribution options?
  • Should I have a traditional IRA or a Roth IRA?
  • Do I need disability income insurance? Long-term care insurance?
  • How can I ensure that my children receive as much as possible from my estate?
  • What don't I know about wills, trusts, and probate?

We offer financial products and services tailored to your individual needs; let us help you answer those questions.

The process we follow in completing a total financial strategy consists of:

  1. Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance
  2. Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future
  3. Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.