Our Services

» Mahoney & Sullivan Financial Group Provides comprehensive financial planning,retirement planning and investment management services to selected clients in Upstate New York, Ohio, Florida and Northern Pennsylvania.  Our clients tend to be retirees as well as busy educators, physicians, attorneys, CPAs, corporate executives and business owners.  They are serious about financial security and value services that will help them reach their financial goals efficiently while saving time and reducing stress.

In addition, we provide employee benefit plan consulting to small and medium size businesses within the same region.  Through strong strategic alliances with regional and national partners, we help our clients manage the complete employee benefit process from design to implementation to employee communication in a cost effective manner.

Lastly, we assist our business owner clients with the challenging task of designing and implementing effective compensation, business continuation, and exit strategies for themselves and key employees.

We pride ourselves in working collaboratively with our client’s tax and legal advisers.  Our technology platform and methods support an efficient team approach that maximizes the interests of our common clients. 

Products and Services we offer include:

Mutual Funds

Managed Accounts

IRA’s (Traditional & Roth)

401k’s

401k Rollovers

Annuities (Fixed & Variable)

Life Insurance  (We represent 23 providers)

Long Term Care

529 Plans

Educational IRA’s

Financial Planning 

 


We offer a free consultation

 

Office Hours-- Mon. to Friday 8:00am to 3:00pm

Evening and weekends available by appointment only