Services

To help you reach your financial goals, I will use my 40 years of experience across a breadth and depth of different situations and services.

What I Do

Investment Planning

We will work together to build a portfolio of appropriate investments that accommodate your risk profile and financial goals.

Tax Planning

We will work jointly to create tax efficiencies to help reduce your tax liability.

401k plans & rollovers and distributions

We help you choose the best option for your 401k, whether it's rolling it into a new employer's plan, into an IRA or a Roth IRA, or making a withdrawal.

Estate Planning

We will work together to determine the future of your estate, and plan for distribution according to your wishes.

College Planning

We will work together to formulate a plan to pay for college through savings, current earnings, scholarships and loans.

Contact Me

The first step is to get in touch. I look forward to helping you build your financial future together. 

Let's Talk
 

Address: 112 Moore Road, East Greenbush, NY 12061

Phone: 518-477-9074

Email: dchin@investmentctr.com

David Chin Financial

All Securities Offered Through The Investment Center, Inc. Bedminster, NJ Member FINRA/SPIC.

Advisory Services Provided Through IC Advisory Services, Inc. - An SEC Registered Investment Advisor.

David Chin is a Registered Representative of The Investment Center, Inc. Tax preparation and accounting services are provided by David Chin. Such services are not affiliated with The Investment Center Inc. or IC Advisory Services, Inc. 

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