Welcome

Moynihan Advisors, LLC has provided more than forty years of service to employers and families in New England. Our primary concern is the client's needs. For this reason, we remain independent.

 

Our staff has been carefully selected for their strong technical backgrounds, professional training and client service experience. We encourage and provide continuing education opportunities and the earning of major professional designations in our industry.

Make the
right move...

to a
secure financial future

         We can help.

 Moynihan Advisors, LLC  promotes the sharing of ideas and information, providing creative and effective solutions to meet our clients' planning objectives.

Every segment of our business is geared to long-term service. Our corporate structure assures the continuity you require in your planning. We are devoted to helping corporate and individual clients reach their long-term planning and financial goals. We will commit the full resources of our firm to your needs.

As independent analysts, we will work closely with your other professional advisors to develop a full range of  programs calibrated to make a difference in your financial security. For over 40 years we have helped our clients achieve both personal and business goals - that is how we are measured. If you're looking for a partner to coordinate your planning and implement innovative strategies, we invite you to call.

Retirement
Plans
Employee
Benefit Plans
 Executive
Benefits
  • 401 (k)
  • Pension
  • Profit  Sharing
  • IRS compliance
    		•
  • Life/disability
  • Medical/dental
  • Section 125
    		•
  • Supplemental Pensions
  • Split dollar insurance
  • Carve out plans (life &  disability)
  • Deferral plans
    		•
    Estate
    Analysis
    Insurance
    Services
    		 Investments*
  • Tax minimization
  • Wealth preservation
  • Business succession
  • Family income
  • Asset protection
  • Charitable giving
    		•
  • Life
  • Disability
  • Annuities
  • Long Term Care
  • Policy review and refinance
    		•
  • Risk evaluation
  • Personal financial planning
  • Asset allocation
  • Private account management
  • Hedge funds for qualified investors
    		•

    Please visit our client center and resources on the left. You will find useful information on employee benefits plans, insurance services, investments, updating your records and more! Please be sure to look on the resources pages and then refer to the articles, which are also very helpful. In the client center you can request additional information or refer the site to a friend.


     

    306 Main Street, 2nd Floor
    Worcester, MA 01608
    Tel: (508) 756-5108
    Fax: (508) 756-1499
    Email: karen@moynihanadvisors.com