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James M

Series 66

Pearl River, NY

Equitable Advisors

James Murphy is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 designation and previously worked at Mariner Investment Group and Axa Advisors, LLC. Located in Pearl River, NY, Murphy has been with Equitable Advisors since 2018. Equitable Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party advisory models and services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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