Retirement Planning
Comprehensive retirement services delivered with a personalized touch
Sunnyside Federal partners with The MayerGelwarg Group at Morgan Stanley to provide professional wealth management services in various areas, including 401(k) accounts, Individual Retirement Accounts, Stock Plan Services, Executive Financial Services, and much more.
IRAs
Explore Traditional and Roth IRA options as part of your retirement planning strategy.
Wealth Management
Our financial advisor will assist you with asset management strategies, insurance considerations and all details of your plan.
Sunnyside Federal: Your premier full-service bank in New York, proudly serving the Rivertowns of Westchester County, including Irvington, Hastings, Dobbs Ferry, Ardsley-on-Hudson, Tarrytown, Sleepy Hollow and beyond.
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.