CARPINTERIA, Calif.--(BUSINESS WIRE)--Mutual Inc., a PlanMember Financial Center in Farmingville, NY, is now an exclusive provider of retirement planning and financial education services to members of the New York State Association of School Business Officials (NYSASBO).
Mutual, Inc., headquartered in Farmingville, NY, is a leading financial services firm led by CEO Bill Devine. Mutual specializes in retirement planning and financial services. For more than 25 years they have helped clients shape their financial futures through their expertise and services that include retirement planning, tax preparation, and insurance and investment guidance.
As a NYSASBO Corporate Partner, Mutual is proud to provide participating New York State members with the professional support they need to reach their financial goals, including financial education and retirement planning advice and guidance. Members will have access to a vast array of educational resources from both PlanMember and U.S. Retirement & Benefits Partners, Mutual’s parent company.
“This is an exciting opportunity to utilize our technology and investment platforms to educate the members of the NYSASBO in the area of their own personal retirement planning and to provide them the tools to attain their goals,” said Devine. “The team at Mutual, Inc. has over 25 years’ experience helping administrators and school districts reach their financial objectives by guiding them through the planning process. They can also reach out to schedule a complimentary call with an advisor to assist them in reaching their financial goals.”
Founded and headquartered in Carpinteria, California, PlanMember Financial Corporation is an investment management, retirement planning company with more than $11 billion in assets that specializes in the fee-based 403(b), 457(b), and 401(k) marketplace. It has been serving individual investors and employer groups for more than three decades. PlanMember has established 31 successful Financial Centers in 19 states, with a goal of expanding to 80 nationally. For more information about PlanMember’s retirement solutions, visit www.planmember.com.