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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
March 30, 2005 at 07:00 PM
NU Online News Service, March 30, 2005, 2:45 p.m. EST
A midsize Riverhead, N.Y., bank has asked a Purchase, N.Y., distributor to run its investment program.[@@]
The distributor, Independent Financial Marketing Group Inc., says an IFMG broker-dealer unit will be offering customers of the bank, Suffolk County National Bank, mutual funds, annuities, life insurance policies, stocks and bonds.
Financial consultants in the branch offices will help clients with college planning, long term care planning, retirement planning and asset allocation, IFMG says.
SCNB is a unit of Suffolk Bancorp, Riverhead. The bank has 26 offices in Suffolk County, N.Y.
IFMG is a unit of Sun Life Financial Inc., Toronto.
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