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Our Services

How We Work

Our firm specializes in helping individuals develop sound financial strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information available. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of today and know the biggest concern is not having enough money when needed. We focus on money management, as well as other issues that are critical to your financial well being.


Managed Asset Portfolios

Stocks & Bonds

Mutual Funds

Variable Annuities

Treasury & Government Securities

Municipal Securities & Bonds

Financial Planning

Retirement Plans

Traditional & Roth IRAs

401(k) Planning

403(b) Planning

College Plans

Tax Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

412(e)(3) Plans


Life Insurance

Fixed Annuities

Medicare Supplement Insurance

Health Insurance

Property & Casualty Insurance

Commercial & Event Insurance

Disability Income Insurance

Long-Term-Care Insurance

Some services listed on this page are separate from and are not affiliated with or endorsed by LPL Financial.
You are under no obligation to use these services as provided by Balmville Wealth Group, and may choose any qualified professional to provide any of the services described above.

For more information about our firm and the services we offer

send us a quick email or call us at 845-561-3735.

We would welcome the opportunity to speak with you!