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Set goals
We'll help you build a plan designed to meet your goals and fit your budget.
Consider your needs
- How much will you need to save in order to retire?
- Are you protected in case something happens to your family’s breadwinners?
- How do you plan on paying for your children’s education?
- What are your immediate and long-term financial goals?
Make informed decisions
An Osaic Institutions’ Representative will work with you to assess your unique situation and point you toward investments with objectives that reflect your financial goals.
Manage your risk
- Through Osaic Institutions, Inc., we offer access to a range of investment options that reflect our conservative philosophy
- We strive to balance risk and return by using a diversified portfolio*
- We focus on quality so that you can invest with confidence
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*Diversification is a method of controlling risk. It does not assure a profit or the avoidance of loss.Learn more and check the background of our firm and investment professionals at FINRA's BrokerCheck.
Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. Amalgamated Investment Services is a trade name of Amalgamated Bank. Osaic Institutions and Amalgamated Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
