J.M. Franklin & Company, LLC

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J.M. Franklin & Company, LLC J.M. Franklin & Company, LLC is a family owned boutique retirement planning organization started in Securities offered through LPL Financial. Member FINRA & SIPC.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. www.finra.org and www.sipc.com
Investment advice offered through Stratos Wealth Partners, a registered investment advisor. Stratos Wealth Partners and JM Franklin & Company LLC are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

10/25/2026

Although more workers indicated a lower level of retirement confidence in 2026, certain groups appear to be at higher risk than others.

10/24/2026

To qualify for the earned income credit, you must meet a number of requirements.

10/23/2026

A bargain sale is either of two types of transactions. One, you sell appreciated property to a charitable entity at a sale price below its fair market value (FMV). Two, you sell property to a family member or private buyer for a price that is less than its FMV.

10/22/2026

Have you considered adding dividends to your portfolio?

10/21/2026

A Keogh plan (sometimes referred to as an HR-10 plan) is simply a qualified retirement plan established by a self-employed individual or a partnership. If you are self-employed or a partner in a partnership, you don't need to have employees to establish a Keogh plan. If you have employees, though, y...

10/20/2026

Find out why unit investment trusts have become more popular as an investment vehicle.

10/19/2026

1 Contribution is fully deductible if minimum contribution amount is met and cost of token gift does not exceed maximum

10/18/2026

Under new provisions in the One Big Beautiful Bill Act, an individual taxpayer (and certain trusts and estates) may claim an income tax deduction equal to 20% of the taxpayer's allocable share of qualified domestic business income (QBI) from a partnership, S corporation, or sole proprietorsh...

10/17/2026

The applicable exclusion amount allows you to pass a certain amount of your property free from federal gift and estate tax.

10/16/2026

Valuation is any method used to assign a dollar value on property or business interests for federal gift and estate tax and federal generation-skipping transfer (GST) tax (together referred to here as estate taxes) purposes. Knowing the value of your property may help you estimate and plan to reduce...

Address

660 White Plains Road, Suite 530
Tarrytown, NY
10591

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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