R. Paul Moroukian, CFP®

(518) 453-1200

Products & Services

We provide assistance in the following areas:

Investment Services

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Rollover IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Fee Based Asset Management 
  • Mutual Funds 
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • 401(k) Planning
  • 403 (b) Planning
  • College Planning 
  • Estate Planning 
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Life Insurance
  • Long Term Care Insurance