Retirement & Investing

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Our goal is to assist you in achieving your financial goals. No matter what your life stage or current financial situation, we have the investment tools to help you manage your funds wisely.

For more information and to schedule your financial review, feel free to stop by your local branch or call 800.581.2889 to schedule an appointment. We look forward to meeting you!

Retirement Planning

Annuities or Mutual Funds? Traditional IRA or Roth? The choices are endless. Whether you are currently retired, planning for future retirement or using your investment dollars to generate retirement income, we can help you make the right choice(s) for you. Remember, it's never too early or too late for retirement planning.

Tax-Deferred Investing

How much of the interest you are currently earning on your investments are you paying out in taxes? We are here to help you maximize your earnings through the offering of tax-deferred annuity products that allow you to control when you pay the taxes on your earnings.

Take control. Investing in tax-deferred annuities means your principal, your interest and the money you would have paid to taxes remain in the account earning interest until you withdraw the money.

Education Planning

Our investment consultants are ready to assist you to formulate a plan for anticipated education expenses for yourself and your family. Education plans including tax-deferred contribution and tax-free withdrawal options are available to help you meet the cost of rising primary and secondary education expenses.

Large Purchase

What do you dream about…Owning your own home? Buying a new car? Taking a trip around the world? How about an investment plan that helps give you peace of mind while maximizing your earnings potential?

At Investment Services @ Flushing Bank we believe diversification is the key to smart investing. In addition to the wide array of products, including mutual funds and annuities; we offer free investment planning consultations to help get and keep you on track to attain your financial goals. Let us help you build your investment portfolio to help turn your dreams into reality.

Job Change

You've made the decision to retire or to transition from one job to another. The next step is to decide what to do with the money in your retirement plan. There are several options available and it's important to know and understand the differences among them - including tax implications.

Our Investment Consultants are available to review and assist you in rolling over your 401(k), pension or any employer-sponsored retirement plan.

Estate Planning

Growing and protecting your assets has always been a priority. You have peace of mind knowing you'll leave behind a legacy for your loved ones. The question is how to protect your legacy from taxes once your beneficiaries take possession of it.

For more information about these services stop by your local branch or call 800.581.2889. We look forward to meeting you!

Securities are offered through Essex National Securities, LLC, member FINRA/SIPC. Insurance products are offered through Essex National Insurance Agency, Inc. Neither is affiliated with Flushing Bank. Not Guaranteed by the Bank. Not FDIC insured. Not a Deposit. Not insured by any Federal Government Agency. May lose value including loss of principal.

This information is general in nature and should not be construed as tax advice. Investment Services at Flushing Bank does not offer tax advice.

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