Andrew Murphy

Financial Advisor l Specialty in Tax Effective Strategies to Maximize Income and Minimize Risk

Role
Financial Advisor at Equitable Advisors
Location
Saratoga Springs, NY, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Andrew Murphy

As a Financial professional, I strive to be a leader and educator in all aspects of financial planning. I don’t believe in a “one-size-fits-all” approach to financial planning. Instead, I take a holistic, personalized approach, working with clients to break down big financial decisions into small, manageable steps. By empowering clients with knowledge and confidence, they can implement strategies that align with their goals and values. I specialize in individual retirement income planning, estate planning, tax mitigation and implementing proper asset allocation strategies. I provide cost-effective solutions to assist individuals and businesses in need of financial guidance, while helping them prepare for their financial futures.Services- Complimentary Financial Plan- College & Family Planning- Retirement Planning- Implementing Tax-Efficient Investment Strategies- Risk Management Strategies

Experience

  1. Financial Advisor

    Equitable Advisors

    Dec 2021 — Present · Malta, NY, US

Education

  • St. Lawrence University

    Bachelor's degree, Economics/Buisness double major

    2017 — 2021

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Andrew Murphy — Financial Advisor at Equitable Advisors in Saratoga Springs, NY, US | Unifers