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Investment Management

At Laraway Financial Advisors we’ll help you establish appropriate, realistic, and manageable financial goals. We can also help you determine what you want or need to accomplish AND put processes in place to help you achieve those goals. The right partnership makes it possible.

  • Cambridge CAAP®¹
  • Asset Allocation Program
  • Portfolio Analysis
  • Asset Management
  • Retirement Plans
    • 401(k), 401(a), 403(b)
    • Traditional and Roth IRA
    • SEP IRA
    • Profit Sharing Plans
    • Defined Benefit Plans
    • Individual & Joint Accounts

“Clients receive objective advice on investment and portfolio management”

CAAP® (Cambridge Asset Allocation Platform) is a registered mark of Cambridge Investment Research, Inc. for its program for investment managers.