individualconsultationbyphone-video

Office of Labor Relations


Deferred CompNYCE IRAFinancial WellnessAccount Access

Individual Financial Consultations
Financial Wellness Videos
Webinars and Seminars
Retirement Planning Tools
Women's Financial Roundtable
Women's Roundtable Videos
Agency Request for Worksite Seminar

Individual Financial Consultations

Financial Wellness Videos

Webinars and Seminars

Retirement Planning Tools

Women's Financial Roundtable

Women's Roundtable Videos

Agency Request for Worksite Seminar


FINANCIAL WELLNESS CENTER

Individual Financial Consultations Performed Remotely

Your personalized consultation consists of a 90 minute discussion of your goals and a review of your current situation. A hard copy personal Financial Plan, is provided to the participant at the completion of this session.

Plan participants interested in an individual financial consultation can call us at: 212.306.5050 Monday through Friday 9am-5pm.

Your financial plan will be prepared by one of our Certified Financial Planner™ professionals who are salaried and do not sell or recommend any products. In this way, they are impartial and unbiased. Certified Financial Planner™ professionals abide by the Code of Ethics of the Certified Financial Planners Board of Standards that mandates that their concern is only that of their clients.

Learn About Our Individual Consultation Service

More information about Individual Financial Consulations

Who Needs a Financial Plan?

View all Benefits Videos