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How We Work

John J. Irving, CFP Financial Planning and Investment Advisory Services offers many different services for people who need assistance with financial planning. From college savings to disability income insurance, we can do it all. We can help you with the following:



Investment Securities

Mutual Funds

Financial Planning

529 College Savings Plan

Retirement Planning

Trust Services


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (716) 372-4402