M&T Securities, Inc.
Call Us: 1-800-724-7788
M&T Securities, Inc.
Call Us: 1-800-724-7788
Call Us: 1-866-305-1950

Understanding Your Retirement Journey

Let's get there together.

Find out how M&T can guide you through the three stages of retirement planning – long-term growth, income and protection. We’ll show you where to begin.

Calculate your retirement expenses.

Use this worksheet to help figure out your monthly budget based on your anticipated monthly expenses during retirement.

Download Worksheet

Charting Your Course

We work to understand what’s important to you, so we can develop a roadmap to growing your retirement investments and funds, protecting them, and managing them through retirement. Hear what our clients have to say:

The Misiolek's Story

Providing for their daughters’ futures is a priority for David and Mary Ann Misiolek. Learn how an M&T Securities Financial Consultant focused on their goals and helped them design a roadmap for their financial future.

Joan's Story

Following the loss of her husband, Joan Taulbee  was overwhelmed with managing her investments. Learn how Joan’s M&T Securities Financial Consultant helped her gain the confidence needed to make financial decisions.

The Crowl's Story

Retirement has always been a dream of Susan and Richard Cowl’s. Learn how they were able to work with an M&T Securities Financial Consultant on their journey toward realizing that dream.

Getting Started

Schedule an appointment with an M&T Securities Financial Advisor today. Talk to us about how we can help you at every stage of your retirement journey.

Schedule Now