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Mr. Peter L. Bifarella (RFC®), LUTCF
585 356-2779
P.O. Box 61
Attica, NY
Mr. Peter L. Bifarella (RFC®), LUTCF
585 356-2779
P.O. Box 61
Attica, NY 14011
Qualifications
Years of Experience: 31
Services
Invoice, Estate Planning, Pension Planning, Retirement Planning, Employee Benefits, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Healthcare Accounts, BuySell
Data Provided by:
Bruce Gaynor
6 Tower Place
Albany, NY
Bruce Gaynor
6 Tower Place
Albany, NY 12203
Company
Company: Capital Financial Planning
Type
Investment Advisor Rep: Yes
Service
High Yield Bank Accounts,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Hourly Financial Planning Engagements,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Id
Data Provided by:
Mr. Daniel F. Spagnolo (RFC®), MBA
631 439 4600 x336
4250 Veterans Memorial Hwy Ste 420E
Holbrook, NY
Mr. Daniel F. Spagnolo (RFC®), MBA
631 439 4600 x336
4250 Veterans Memorial Hwy Ste 420E
Holbrook, NY 11741
Company
Dynamic Financial Services, Ltd.
Qualifications
Education: BA...Accounting (Queens College)MBA..Finance (St John's Univ)
Years of Experience: 10
Services
Invoice, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans
Data Provided by:
Ms. Joy M. Gould (RFC®), CHFC, CLU
212 536 6140
530 Fifth Avenue
New York, NY
Ms. Joy M. Gould (RFC®), CHFC, CLU
212 536 6140
530 Fifth Avenue
New York, NY 10036
Qualifications
Education: BA Hunter CollegeMA NYUSobelsohn School of Insurance
Years of Experience: 32
Services
Invoice, Estate Planning, Business Planning, Employee Benefits, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, BuySell
Data Provided by:
Jared Cutler
611 Pondside Drive
White Plains, NY
Jared Cutler
611 Pondside Drive
White Plains, NY 10607
Company
Title: Vice President-Investments & Wealth Management
Education
University Of Arizona
Bachelor Of Science In Business Administration
Majors: Finance & Management
Years Experience
Years Experience: 10
Service
Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Captive Insurance,Life Settlements,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Medicare Planning,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial
Data Provided by:
Mr. Ross B. Feldman (RFC®), CFP, CLU, CSA
607 272 1990
101 East State St #293
Ithaca, NY
Mr. Ross B. Feldman (RFC®), CFP, CLU, CSA
607 272 1990
101 East State St #293
Ithaca, NY 14850
Company
Wholistic Wealth, LLC
Qualifications
Education: BS
Years of Experience: 10
Membership
IARFC, MDRT, FPA, SCSA, NAIFA
Services
Invoice, Estate Planning, Business Planning, Retirement Planning, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, BuySell
Data Provided by:
Mr. Richard A. Fallica (RFC®), CEP
631 979 6161
P.O. Box 728
Smithtown, NY
Mr. Richard A. Fallica (RFC®), CEP
631 979 6161
P.O. Box 728
Smithtown, NY 11787
Company
Design Capital Planning Group, Inc.
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, BuySell, Compensation Plans
Data Provided by:
Katherine D. Agrillo (RFC®), CFP, CHFC, CLU
516 542 0261
1858 Hempstead Turnpike
East Meadow, NY
Katherine D. Agrillo (RFC®), CFP, CHFC, CLU
516 542 0261
1858 Hempstead Turnpike
East Meadow, NY 11554
Company
Agrillo Financial Group
Qualifications
Years of Experience: 28
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Asset Protection, Compensation Plans
Data Provided by:
Mr. Michael H. Fliegelman (RFC®), CHFC, CLU
631 806 3568
5 Harborfields Ct
Greenlawn, NY
Mr. Michael H. Fliegelman (RFC®), CHFC, CLU
631 806 3568
5 Harborfields Ct
Greenlawn, NY 11740
Qualifications
Years of Experience: 24
Membership
IARFC, NAIFA, GAMA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, Compensation Plans
Data Provided by:
Mr. Nick O. Caporaso (RFC®)
516 682 3414
1000 Woodbury Rd Ste 400
Woodbury, NY
Mr. Nick O. Caporaso (RFC®)
516 682 3414
1000 Woodbury Rd Ste 400
Woodbury, NY 11747
Company
Mass Mutual Financial Group
Qualifications
Education: St. John's University 1998-2002. Bachelors of Science in Finance and InvestmentsThe American College- LUTCF "Life Underwriters Training Fellowship."The College For Financial Planning- AWMA "Accredited Wealth Management Advisor.
Years of Experience: 8
Membership
IARFC, MDRT, FPA, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, Compensation Plans
Data Provided by:
Data Provided by:
