Mutual, Inc. Named NYSASBO Exclusive Partner
Providing Retirement Planning and Financial Wellness Education
Iselin, NJ, April 11, 2018—U.S. Retirement & Benefits Partners (USRBP) is pleased to announce that its member firm, Mutual, Inc., has been named New York State ASBO’s (NYSASBO) exclusive provider of retirement planning and financial education services.
Mutual, Inc., headquartered in Farmingville, NY, is a leading financial services firm led by CEO Bill Devine, and is also a PlanMember Financial Center. Mutual specializes in retirement planning and financial services. For more than 25 years they have helped clients shape their financial futures through their expertise and services that include retirement planning, tax preparation, and insurance and investment guidance.
As a NYSASBO Corporate Partner, Mutual is proud to provide participating New York State members with the professional support they need to reach their financial goals, including financial education and retirement planning advice and guidance. Members will have access to a vast array of educational resources from both USRBP and PlanMember.
“This is an exciting opportunity to utilize our technology and investment platforms to educate the members of the NYSASBO in the area of their own personal retirement planning and to provide them the tools to attain their goals,” said Bill Devine.