Our mission at Farmingbury Financial Services, LLC is to allow you to focus on what?s important to you, your loved ones, and help you make good and informed financial decisions. At Farmingbury Financial Services, LLC our objective is to help you invest your assets with a goal of meeting your insurance & investment objectives and financial needs. We provide personalized confidential financial planning and investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and businesses. Advice is provided through consultations and may include a determination of financial objectives, identification of financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Our clients are successful individuals, families, business owners, physicians, and lawyers. Every client, whether college graduates just starting a career, or a retiree, each have their own unique circumstance.
Financial Planning, Life/health/disability Insurance, Investment Advisor, 401k Rollover, Retirement/Estate Planning