Mutual Inc 2410 North Ocean Avenue, Farmingville, NY 11738

Welcome to Mutual Inc., your trusted partner in achieving the financial future you envision. Conveniently located at 2410 North Ocean Avenue, Farmingville, New York, we specialize in providing tailored financial solutions to help you and your family navigate your retirement journey with confidence.

At Mutual Inc., we understand that the first step in planning for retirement is identifying your income needs. Our comprehensive services include insights into asset allocation and diversification, designed to enhance your investment outcomes. Explore our MemberMinds video series to gain valuable knowledge about these critical financial strategies.

Our innovative tool, Asset Map, offers a clear snapshot of your current financial status, helping you organize and clarify the steps necessary to reach your long-term goals. We are proud to partner with associations such as the New York State Association of School Business Officials, empowering members to achieve their financial and retirement objectives.

Dedicated to providing a higher level of investment service, Mutual Inc. offers access to multiple fund families and aggregated investments, particularly benefiting educational employees through collaborations like the OMNI Group's Preferred Provider Program.

For over 35 years, we have had the privilege of working with families across generations, helping them build lasting financial legacies. Our commitment to getting to know our clients personally has enabled us to help multiple generations achieve their financial dreams.

Mutual Inc. advisors are registered representatives offering securities and advisory services through PlanMember Securities Corporation. As a proud member of FINRA/SIPC, we emphasize the importance of understanding the investment objectives, risks, charges, and expenses before investing. Our team is here to guide you through these considerations to help you make informed decisions.

Mutual Inc. is proudly owned by U.S. Retirement & Benefits Partners, and while we operate independently, our commitment to excellence remains unwavering. We invite you to visit us in Farmingville and embark on a journey towards a secure and prosperous financial future with Mutual Inc.