A Registered Investment Advisor
Proudly Serving the Community Since 1974
Integrity-Insight-Independence
"You Can't Hug an 800 Number"
Branch Financial Services, Inc.
50 Route 111, Suite 206
Smithtown,
NY
11787
Phone:
- (631) 979-6000
Fax:
- (631) 979-6023
Newsletters
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Insurance with Potential Cash Value
Universal life and variable universal life insurance have risks and potential benefits, including a death benefit with a tax-advantaged savings element.
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Competing Goals: Pay Off Student Loans or Save for Retirement?
Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.
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Insurance Strategies: Giving Old Life Insurance a New Purpose
A 1035 exchange may allow a permanent life policy to be traded for a more suitable insurance product.
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ETFs on the Rise
ETFs have some attractive features that set them apart from mutual funds, but there are also cost and risk factors to consider.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Lease Payment
How much would your monthly lease payment be?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 26,656.39 | +0.55% |
| Dow Jones Transportation | 11,003.09 | +0.24% |
| Dow Jones Utilities | 772.93 | +0.26% |
| Nasdaq 100 | 7,810.71 | +1.26% |
| NYSE Composite | 12,993.86 | +0.62% |
| AMEX Composite | 2,629.04 | +0.88% |
| OSX Oil Service Sector Index | 102.39 | +0.31% |
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