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(518) 743-8200

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Asset Strategies

(518) 743-8200
5 Sagamore St Suite C
Glens Falls , NY 12801

 

A retirement planning and executive benefit firm. Owned and managed by Tim C Merrill RFC, a Principal Financial Senior Representative. Serving the Glens Falls region since 1991.

Asset Strategies  designs benefit plans for executives and employees. We customize plans to meet your business needs.

Our approach is minimize the setbacks that are often business killers. Goals are met using proven strategies, top shelf products and superior back office legal assistance.

Goals include retaining more profit, reducing taxes, and business owner exit planning.  

 

 

Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York). Principal Life Insurance Company, and the companies offered through the Preferred Product Network, Inc. Securities and advisory products offered through Princor financial Services Corporation, 800/247-1737, member SIPC, Principal National, Principal Life, the Preferred Product Network and Princor® are members of the Principal Financial Group®, Des Moines, IA 50392. Tim C Merrill, Principal National and Principal Life Financial Representative, Princor Registered Representative, Financial Advisor. Asset Strategies is not an affiliate of any company of Principal Financial Group®.
 

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