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Small Business Retirement

Manage the benefits of your business retirement program with St. Mary's Financial Services.
We'll not only help you determine the right plan, we'll even present the plan and assist employees in choosing what's appropriate for them. Options include:
  • Simplified Employee Pensions (SEPS)
  • Simple IRAs
  • 529 Payroll-Deducted College Savings Plans
  • 401(k) plans

To learn more, or to schedule your complimentary planning session, connect with one of our Financial Advisors, or contact us at 603-629-1524.
 
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CBSI is a registered broker/dealer in all fifty states of the United States of America. The representative may also be financial institution employee that accepts deposits on behalf of the financial institution.