Business/Corporate Services

At Fagan Associates we not only assist individual investors with their financial needs, but many of our clients are small business owners and corporations. We provide business owners with 401k management services for their employees, with the option of utilizing mutual funds, bonds and individual stocks. We also work with companies on their defined benefit wealth management programs.

In addition, many small and mid-sized businesses desire retirement planning services for their employees. Fagan Associates not only works with you to set-up those programs, but we meet personally with every employee, to determine their individual investment objectives. At Fagan Associates your business is our business. Call us today – 518-279-1044