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
E-mail:
Newsletters
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Grandparent 529 Plans Get a Boost Under New FAFSA Rules
Read how the FAFSA Simplification Act helps grandparents assist with college costs without impacting their grandchildren’s financial aid.
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A Map for Your Family
A letter of instruction could be just as important as a will to help loved ones settle an estate. Do you know what information to include?
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Women Face Challenges in a Post-Pandemic World
As the COVID-19 crisis eases its grip on the economy, here are some ideas to help women reexamine their retirement planning strategies.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Savings Accumulation
Estimate the future value of your current savings.