We serve individuals, families, and businesses in various areas of financial management, including:

  • Retirement Planning
    • Making the most of your employer-sponsored retirement plans and IRAs
    • Determining how much you need to retire comfortably
    • Helping you manage assets before and during retirement
  • Tax Management*
    • Looking for ways to help reduce your current and future tax burden
    • Referring you to qualified tax specialists
  • Estate Planning*
    • Helping preserve your estate for your intended heirs
    • Helping with beneficiary designations
    • Reducing exposure to estate taxes and probate costs
    • Coordinating with your tax and legal advisors
  • Risk Management
    • Reviewing existing insurance policies
    • Recommending policy changes when appropriate and finding the best policy for your situation
  • Education Funding
    • Recommending investment and accumulation strategies to help you pay for your or your children's education#
  • Investment Services#
    • Determining your asset allocation needs
    • Helping you understand your risk tolerance
    • Recommending the appropriate investment vehicles to help you reach your goals
  • Business Planning
    • Helping your business attract and retain qualified employees through employee and executive benefit packages
    • Aiding you in creating a successful business continuation plan

*Neither Parman Insurance & Financial Services nor its associates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

#Securities products and services are offered by properly licensed Registered Representatives through NYLIFE Securities LLC (Member of FINRA and SIPC), a Licensed Insurance Agency.




  • Oil Prices and the Economy

    The relationship between oil prices and GDP growth has become more complicated in recent years due to the expanded U.S. presence in the global oil market.

Subscribe to our Newsletter

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 26,559.54 +0.42%

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.