CONNECT

Address:

22 Lawrence Ave., Ste. 307
Smithtown, NY 11787

Phone:

631-823-1111

Fax/Other:

646-448-3521

Our Mission Statement

 

 

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.                                                

We are an independent financial advisory firm with no sales quotas or pressure to sell proprietary products.  We have the freedom to recommend financial solutions and products that match your unique situation and are in your best interest. 

Our mission is, "To get to know and understand your individual needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation."

We understand the challenges families face today. From managing debt to saving for college, to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.  All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

At Murphy Financial Group, we employ a 4-step process to clarify investment strategies and help you realize your financial goals.

1) Identifying your lifetime goals and financial obligations

2) Presenting a tailored financial plan and answering questions thoroughly

3) Implementing your Financial strategy

4) Providing ongoing communication and portfolio review 

 

Keep in mind, the most important step is getting started! So call us today!