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The Action Financial Difference

When you care deeply for your family, your business, your employees and your communities. If you want to make sure you are informed, educated, and know your financial options. This is our focus and the focus and character of those we serve. We accomplish this through collaboration and a proven financial planning process. Let's take action together!

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MGMA Partnership

New York Life is an Executive Partner of the Medical Group Management Association (MGMA), the largest association for medical practice executives in the United States. Through executive benefits and other offerings, New York Life helps medical practices succeed and better recruit and retain physicians, nonphysician providers, and medical practice administrators and executives.