Mutual, Inc. is a New York financial services firm that helps individuals, families, employers, and association members plan for their financial futures. For more than 35 years, the company has provided education, guidance, and dedicated service, with a focus on retirement readiness and long-term financial goals. It serves educational employees through the OMNI Group’s Preferred Provider Program and works with organizations such as the New York State Association of School Business Officials.

Mutual’s services include retirement and retirement income planning, college planning, estate and insurance planning, and tax planning. Its offerings support workplace and individual savings through 403(b), 457(b), and 401(k) plans, ERISA plans, pooled employer plans, rollover IRAs, annuities, and life insurance. Clients can also use tools such as a retirement calculator, Asset Map, and a personal retirement plan, alongside educational resources from the Retirement Academy and Resource Hub. Mutual reports nearly $1.95 billion in assets under management and says referrals are its leading source of new clients. Securities and advisory services are offered through PlanMember Securities Corporation.