Services

Building your financial future on a foundation of trust, Sound Mind Financial LLC provides services for individuals and businesses.

  • Individual Financial Planning

  • Beneficiary/Inheritance Planning

  • Spousal Survivorship Planning

  • Mutual Funds and Annuities

  • Fee-Based Investment Advisory Service

  • Retirement Accounts: IRA Rollovers, Roth IRA's and Beneficiary IRA's

  • College Savings 529 Plans

  • Health Insurance

  • Medicare Plans (Medicare Supplements, Medicare Advantage Prescription Plans and Assistance with EPIC Enrollment)

  • Life Insurance

  • Disability Insurance

  • Long-Term Care Insurance

Individual Products Handled
Individual Services
Small Business Services

- Buy-Sell Funding

- Key-Person Insurance

Employee Benefit Products
  • Group Health Insurance

  • Consumer Driven Plans

- Health Reimbursement Arrangement

- Health Savings Accounts

  • New York State Statutory Disability

  • Group Long-Term Disability

  • Group Life Insurance

  • Group Dental Insurance

  • Group Long-Term Care

  • Business Retirement Plans: 401k's, SIMPLE IRA's and SEP IRA's

  • Section 125 Plans, including Flexible Spending Accounts and Premium Only Plans

  • Group Medicare Plans

Call us today
for an appointment
315.821.2827

Location

475 Sherrill Road

Sherrill, New York 13461

Hours

Monday - Friday 

8:30 am to 4:30 pm

Inquire for additional

appointment times.

© 2019 Sound Mind Financial LLC. Securities and advisory services offered through Registered Representatives of Cadaret, Grant &Co., Inc., Member FINRA/SIPC

Supervising Branch: 1173 Chestnut Ridge Rd., Kirkville, NY 13082 (315) 687-3557. Cadaret, Grant and Sound Mind Financial LLC are separate entities. Our Advisors are licensed to sell securities in the following states: AZ, CA, CT, FL, MA, ME, MN, MO, NC, NY, OH, PA, SC, TN, TX, VA, WA, WY.