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
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
Financial Advisor
Dec 2021 — Present · Malta, NY, US
Education
St. Lawrence University
Bachelor's degree, Economics/Buisness double major
2017 — 2021
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