Financial Services – Business

Financial services plan

Our strategic partnership

As part of AssuredPartners Investment Advisors, Murray utilizes their specialized understanding of wealth management and life insurance strategies to help businesses pursue their financial needs.

Financial planning must be a priority to ensure you achieve your goals. Our team uses their investment experience to protect your financial position and design a plan that works for you whether you’re at the early stages of setting up a business, nearing retirement, or anywhere in between.

Visit AP Advisors to learn more about what we can do for you:

  • Retirement plan design and management
  • Fiduciary support
  • Investment analysis

learn more by contacting

Kristine Simmons at 717.808.5055 or send her an email.

AssuredPartners Investments Advisors, LLC ("APIA") is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients only where APIA and its representatives are properly licensed or exempt from licensure. No investment advice may be rendered by APIA unless a client service agreement is in place. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.

APIA provides links for your convenience to websites produced by other providers and/or industry related material. APIA is not responsible for errors or omissions in the material on third party websites, and does not approve of or endorse the information provided. Users who gain access to third party websites are subject to the copyright and other restrictions on use imposed by those providers and Users assume the responsibility and risk from use of those websites.

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