Wealth Management Services

Let Sunnyside Federal connect you with a team that can help you build a personalized plan around your full financial picture, covering topics like retirement, health care, and estate planning. Through our partnership with The MayerGelwarg Group at Morgan Stanley, we can connect you with a financial advisor who will get to know you and help you build a customized plan. Professional services are available in the areas of:

• Art Advisory
• Business Succession Planning
• Cash Management and Lending Products
• Corporate Retirement Plans
• Divorce Financial Analysis
• Endowments and Foundations
• Estate Planning Strategies
• Executive Financial Services
• Financial Planning
• Philanthropic Management
• Retirement Planning
• Sustainable Investing
• Stock Plan Services
• Wealth Management 

Stop in, call the Irvington, NY Branch or click here to learn more about how the MayerGelwarg Group at Morgan Stanley can help build you future. 

 

NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

_{Products offered through Morgan Stanley. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters. Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. Morgan Stanley Smith Barney LLC. Member SIPC.}