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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:
AAA TRAVEL & INSURANCE
(315) 446-3134
3175 Genesee Street
Syracuse, NY
Matthew Berman
1393 Veterans Memorial Highway
Hauppauge, NY
Matthew Berman
1393 Veterans Memorial Highway
Hauppauge, NY 11733
Company
Title: Agent
Company: CPS Financial Services
Education
Muhlenberg College/Business Adminstration
East Stroudsberg University/Masters'
PGA Member/2006
Service
Individual Income Tax Planning,Life Settlements,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,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,Wealth Management,Health Care Ins
Data Provided by:
Mr. Albert F. Coletti (RFC®), CHFC, CLU
631 979 6161 x102
P.O. Box 728
Smithtown, NY
Mr. Albert F. Coletti (RFC®), CHFC, CLU
631 979 6161 x102
P.O. Box 728
Smithtown, NY 11787
Company
Design Capital Planning Group, Inc.
Qualifications
Education: Eastern Military AcademySuffolk College Hofstra University
Years of Experience: 43
Membership
IARFC, MDRT, FPA, SFSP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Auto Home Insurance, Business Coach, Charitable Planning, Education Plan, Asset Protection, B
Data Provided by:
Mr. John J. Hopkins (RFC®)
(631) 870-0322
445 Broad Hollow Road
Melville, NY
Mr. John J. Hopkins (RFC®)
(631) 870-0322
445 Broad Hollow Road
Melville, NY 11747
Company
JJH Financial Services
Qualifications
Education: Virginia Military Institute, BS. Adelphi University, MS.Certificate in Financial Planning
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Business Coach, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans
Data Provided by:
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:
Robert E. Johnson (RFC®), CEP
631 271 1733
113 Woodbury Road
Huntington, NY
Robert E. Johnson (RFC®), CEP
631 271 1733
113 Woodbury Road
Huntington, NY 11743
Company
Estate Management Group, Inc.
Qualifications
Education: Bachelor of Arts in Psychology from Stony Brook University.
Years of Experience: 21
Membership
IARFC, NAIFA, NICEP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Employee Benefits, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans
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:
Mr. Brian E. Glickman (RFC®), CPA
631 361 9108
22 Lawrence Ave Ste 103
Smithtown, NY
Mr. Brian E. Glickman (RFC®), CPA
631 361 9108
22 Lawrence Ave Ste 103
Smithtown, NY 11787
Company
Brian E. Glickman CPA, RFC, PFS
Qualifications
Education: BBA in AccountingMasters In Taxation
Years of Experience: 15
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Business Coach, Charitable Planning, Education Plan
Data Provided by:
Mr. Mark E. Stratton (RFC®)
516 938 2400
998 Old Country Rd Ste 4
Plainview, NY
Mr. Mark E. Stratton (RFC®)
516 938 2400
998 Old Country Rd Ste 4
Plainview, NY 11803
Company
Compass Financial Group
Qualifications
Education: University of Massachusetts, Amherst
Years of Experience: 24
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, Education Plan, Asset Protection, BuySell
Data Provided by:
Data Provided by:
