Moynihan Companies

About Us

306 Main Street, 2nd Floor
Worcester, MA 01608

Phone: (508) 756-5108
Fax: (508) 756-1499

karen @moynihanadvisors.com
Map and Directions

At Moynihan Advisors, LLC we define our role as advocates on behalf of businesses and families who require highly specialized financial and advisory services. Our goal is to help them maximize value and minimize risk for their assets.

As a member of PartnersFinancial, an independent national financial services company, our responsibility is to provide access to those sophisticated resources. Some of the professionals with our firm are currently registered to conduct securities business through NFP Securities, Inc. (Member FINRA/SIPC/A Registered Investment Advisor). With those resources in place we facilitate the complex corporate and personal financial decisions our clients must make. For example,

What are the best strategies for corporations to:

What are the best strategies for family businesses to:

Secure the best future for the companies they have built?

What are the best strategies for affluent individuals to:

What are the best strategies for affluent families to:

Control the value of their legacy over generations?

We can help you get the answers you need

Moynihan Advisors, LLC- The Decision Process

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
Glossary

Financial terms from A to Z.

Calculators

Credit Card Debt

How Long Will It Take to Pay my Balance?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Newsletters

Hand-Me-Down Dollars

Inheriting an IRA can be a great source of additional income, but the penalties for mismanaging one are severe.

Business Succession Planning

The loss of an owner can be devastating to a small business, but a company-owned life insurance policy could help reduce the financial consequences if such a loss were to occur.

An ILIT Might Fit

If you are concerned about estate taxes, an ILIT might be the way to go.

A Tale of Two Investments

Investing fads come and go, but a diversified strategy involving growth stocks, value stocks, or a combination of the two can be a great addition to your investment portfolio.

More Newsletters →

Market Watch

May 10, 2008 @ 02:34 PM

Dow Jones Industrials	12,745.88	- 120.90
Nasdaq Composite	2,445.52	- 5.72
S&P 500	1,388.28	- 9.40

[ Markets | Charts | Quotes | Portfolio ]

Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC Investment Advisory Services offered through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor. Moynihan Advisors, LLC is a member of PartnersFinancial, a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp, the parent company of NFP Securities, Inc. This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000