Financial Adviser

 
 
 
 

Holistic Financial Services & Business Planning

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About Us

For more than 41 years, Parker Associates has been utilizing a holistic, non-biased approach to financial service and business planning. Our goal is to add value to our clients lives and help them achieve their goals and dreams through coordinated planning and asset allocation.

Neither New York Life Insurance Company nor any of its agents or subsidiaries provides tax or legal advice.

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Who We Serve

Physicians

Dentists

Pre-retirees

Retirees

Calculators

Newsletters

  • Know Your Mutual Funds

    Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.

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