Ulster Savings
Investments

Social Security Planning                                        

A new generation is getting ready to collect Social Security.  You may have many questions about things like:
 

  • Rules and strategies for collecting your retirement benefits and coordinating Social Security with other sources of retirement income

  • Why advance planning is essential and how some little-known rules can help you make the most of this very valuable benefit

  • How the decisions you make today can have a tremendous bearing on the total amount of benefits you stand to receive over your lifetime

       
       Our educational workshop, "Savvy Social Security
       Planning:
What Baby Boomers Need to Know to Maximize Retirement Income",
       helps Boomers understand the role Social Security will play in their financial future.
       Click here for our upcoming workshop schedule!

       Join Carl Janasiewicz, Financial Consultant, at our next valuable workshop designed
       specifically for Baby Boomers!  Call Carl at (845) 338-6322 or e-mail him at
       carl.janasiewicz@primevest.com for more details!

 

 

 

PRIMEVEST Financial Services, Inc. is an independent registered broker/dealer and
registered investment adviser. Member FINRA/SIPC. Securities and insurance products offered by PRIMEVEST: *Not FDIC insured * May go down in value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PRIMEVEST Advisory Services Agreement and disclosure brochure as provided. * Neither PRIMEVEST nor any of its representatives may give legal or tax advice. FINRA Registered Branch: 180 Schwenk Drive, Kingston, N.Y. 12401

View PRIMEVEST privacy policy and other important information.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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Investment, Tax, Payroll and Insurance products and services offered through Ulster Insurance Services, Inc.
and Ulster Financial Group, Inc., subsidiaries of Ulster Savings Bank, are NOT FDIC INSURED.