facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Beneficiary Summary

Having your beneficiary designations updated and organized is one of the most important parts of a good financial plan. Sentinel Investments has created a simple worksheet to help you keep track of your designations.  Check it out:

Download Worksheet

Beneficiary Information Workbook Malta, NY Retirement Theory



Check the background of this firm/advisor on FINRA’s BrokerCheck.