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Mr. Dennis J. Hebert (RFC®), CFP, CHFC, CLU, MSFS
315 234 7526
209 Second Street
Liverpool, NY
Mr. Dennis J. Hebert (RFC®), CFP, CHFC, CLU, MSFS
315 234 7526
209 Second Street
Liverpool, NY 13088
Company
Strategic Wealth Advisors
Qualifications
Education: AA; BS; MSFS; CLU; ChFC;CLTC; AEP; RFC; AIF; CFP
Years of Experience: 38
Membership
IARFC, FPA, SFSP, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Retirement Planning, Seminars Work, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Education Plan, Asset Protection, BuySell, Compensation Plans
Data Provided by:
AAA TRAVEL & INSURANCE
(315) 446-3134
3175 Genesee Street
Syracuse, NY
Mr. Joseph P. Lucia (RFC®)
845 621 7200
888 Route 6
Mahopac, NY
Mr. Joseph P. Lucia (RFC®)
845 621 7200
888 Route 6
Mahopac, NY 10541
Company
Joseph P. Lucia & Associates, LLC
Qualifications
Education: Series 7Series 66Life, Accident and Health Insurance Licenses
Years of Experience: 10
Membership
IARFC, FPA, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, 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:
Jeffrey Lewis, CFP, ChFC
7 White Deer Court
Huntington, NY
Jeffrey Lewis, CFP, ChFC
7 White Deer Court
Huntington, NY 11743
Company
Title: President
Company: Planning Financial Futures, Inc.
Type
Investment Advisor Rep: Yes
Education
SUNY Binghamton / Economics
College Of Financial Planning / CFP
Years Experience
Years Experience: 20
Service
High Yield Bank Accounts,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,Medicaid,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,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Medicare Planning,Health Care Insura
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:
Frederick P. Davies (RFC®), JD
315 218 0234
210 East Fayette Street, 7th Floor
Syracuse, NY
Frederick P. Davies (RFC®), JD
315 218 0234
210 East Fayette Street, 7th Floor
Syracuse, NY 13202
Company
Davies Law Firm, P.C.
Qualifications
Years of Experience: 24
Services
Invoice, Estate Planning, Business Planning, Trustee Service, Medicaid Planning, Seminars Work, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Healthcare Accounts, Asset Protection
Data Provided by:
Allan Corby
1633 Broadway
New York, NY
Allan Corby
1633 Broadway
New York, NY 10019
Company
Title: Certified Financial Planner
Company: AXA Advisors, LLC
Type
Investment Advisor Rep: Yes
Education
Brooklyn College, BA
Years Experience
Years Experience: 29
Service
Retirement Planning,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Annuities,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Retirement Income Distribution Planning,Life Insurance,Investment & Portfolio Management,Commission-Only Financial Planning (Full Disclosure),Estate Tax Planning,Asset Protection Strategies & Planning
Data Provided by:
Lee Cameron
315 Madison Avenue
New York, NY
Lee Cameron
315 Madison Avenue
New York, NY 10017
Company
Title: Financial Advisor
Company: Linden Capital Corp.
Type
Investment Advisor Rep: Yes
Years Experience
Years Experience: 14
Service
Fee Only Portfolio Management,Wealth Engineering,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Medicare Planning,Retirement Planning,Investment Consulting & Allocation Design,Planning For Personal Finances & Budgeting,Asset Protection Strategies & Planning,Portfolio Engineering,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Annuities,Alternative Asset Class Planning,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Fee-Only
Data Provided by:
Mr. Halford B. Johnson (RFC®), CHFC, CLU
585 218 9090
300 Main St Ste 4-204
East Rochester, NY
Mr. Halford B. Johnson (RFC®), CHFC, CLU
585 218 9090
300 Main St Ste 4-204
East Rochester, NY 14445
Company
The Johnson Organization Ltd.
Qualifications
Education: Graduate University of RochesterMember Board of Trustees, University of Rochester
Years of Experience: 48
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Planning, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Business Coach, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, Compensation Plans
Data Provided by:
Mr. Brian D. Schmidt (RFC®), CFP
607 754 7222
1405 Davis Ave
Endwell, NY
Mr. Brian D. Schmidt (RFC®), CFP
607 754 7222
1405 Davis Ave
Endwell, NY 13760
Company
United Advisors, LLC.
Qualifications
Education: BA, St. Michael's College, VTMA, Villanova University, PA
Years of Experience: 3
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, 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, LiabCover, Compensation Plans
Data Provided by:
Data Provided by:
