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A PlanMember Financial Center in Farmingville, New York, Mutual Inc. is part of an exclusive network of distributors located across the country that deliver retirement plan solutions to individuals and employers.

We have been serving the needs of local employers and their employees for over 25 years and we understand the unique needs of New Yorkers, especially those who work in the field of education.

The team of Mutual Inc. advisors helps people at every stage of their life and career to plan and successfully manage their income and retirement. First, we customize a savings and investment plan that enables each client to see how much they will need to save for the future in order to be better positioned to achieve their retirement goals. The experience of the Mutual Inc. team, combined with PlanMember’s proven approach to retirement investing, creates a powerful synergy based upon trust, accessible advisors, and broad investment choices.

Mutual Inc. and PlanMember offer qualified investment options through the PlanMember 403(b) & 457(b) Savings Program, providing educational employers and their employees with access to a full-service, model retirement solution.

Founded by William Devine, Mutual Inc. independent advisors share the common goal of helping employers offer quality plans so their employees can save for a secure retirement.

Contact Mutual Inc. today here