Sean Mallory - Financial Advisor

Sean Mallory - Financial Advisor

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403b 08/28/2023

Whether you’re just starting your career as an educator or starting to think about retirement, a 403(b) retirement plan is a powerful, flexible investment tool that can help supplement your pension. Here's how I can help.

403b An Equitable 403(b) plan can supplement your teacher's pension to provide the retirement income you need to enjoy the retirement you’ve always imagined. Learn how.

right-financial-planner-makes-retirement-planning-easy 08/24/2023

If thinking about your future during an overwhelming school year schedule seems daunting, you are not alone. Luckily, a 403(b) retirement plan can help. As the new school year approaches, let's spend some time evaluating your plan.

right-financial-planner-makes-retirement-planning-easy Retirement planning – with a teachers’ pension, 503(b) and Social Security – can be complex, but the right financial planner can help simplify decisions.

06/21/2023

Summer is finally here! We hope yours is filled with lots of sun, fun and relaxation.

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175 Corporate Woods Suite 250
Rochester, NY
14623