A Registered Investment Advisor
Proudly Serving the Community Since 1974
Integrity-Insight-Independence
"You Can't Hug an 800 Number"
Branch Financial Services, Inc.
21 Bennetts Road, Suite 201
Setauket,
NY
11733
Phone:
- (631) 979-6000
Fax:
- (631) 979-6023
Newsletters
-
Building Financial Resilience
Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger.
-
ETFs Are Gaining on Mutual Funds: Here’s Why
Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.
-
What’s Your Retirement Dream Elevator Pitch?
How do you see your retirement? This article provides some guidelines to help you develop a well-defined retirement vision.
Calculators
-
Lease Payment
How much would your monthly lease payment be?
-
Savings Accumulation
Estimate the future value of your current savings.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.