Money means different things to all of us. And what colors our attitudes toward it—as well as what we want from it—is a highly selective thing.
That's why, at Metro North Financial Services, Inc., we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like.
Once we complete the initial process of setting up your investments, it doesn't end there. We'll monitor the progress your money is making. And we'll meet regularly with you to make sure your investments reflect your current life circumstances. Below is a list of some of the services we offer.
That's why, at Metro North Financial Services, Inc., we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like.
Once we complete the initial process of setting up your investments, it doesn't end there. We'll monitor the progress your money is making. And we'll meet regularly with you to make sure your investments reflect your current life circumstances. Below is a list of some of the services we offer.
- Charitable Giving
- Employee Benefit Programs
- Estate and Inheritance Issues
- Qualified Plans
- Education Funding Planning
- Estate Planning
- Insurance Planning
- Retirement Planning
- 529 Plans
- Mutual Funds
- Variable Annuities
- IRAs
- Rollover IRAs
- Roth IRAs
Because we work so closely with you, we tend to think of our clients as our friends. So don't be surprised if you ever get a phone call from us just to say hi.