No Medical Life Insurance East Syracuse NY
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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
Mr. John E. Hernandez (RFC®), CSA
516 248 7066
248 N Maple St
Massapequa, NY
Mr. John E. Hernandez (RFC®), CSA
516 248 7066
248 N Maple St
Massapequa, NY 11758
Company
Doral Asset Managers Inc.
Qualifications
Years of Experience: 46
Services
Invoice, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Charitable Planning, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, Compensation Plans
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. Jonathan P. Delo (RFC®), CFP
845 893 0073
200 Business Park Dr Ste 308
Armonk, NY
Mr. Jonathan P. Delo (RFC®), CFP
845 893 0073
200 Business Park Dr Ste 308
Armonk, NY 10504
Company
Ameriprise Financial
Qualifications
Education: Manhattan College
Years of Experience: 15
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, 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 Pl
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:
Mr. Vincent M. DAddona (RFC®), CHFC, CLU, MSFS
212 701 7903
140 Broadway
New York, NY
Mr. Vincent M. DAddona (RFC®), CHFC, CLU, MSFS
212 701 7903
140 Broadway
New York, NY 10005
Company
Strategies for Wealth Creation & Protection
Qualifications
Education: Masters of Science in Financial Services
Years of Experience: 29
Membership
IARFC, MDRT, FPA, AALU, SFSP, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Charitable Foundations, Asset Protection, BuySell, Compensation Plans
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:
MaryJo Romano (RFC®), MBA
914 305 9069
800 Westchester Avenue
Rye Brook, NY
MaryJo Romano (RFC®), MBA
914 305 9069
800 Westchester Avenue
Rye Brook, NY 10573
Company
Sagemark Consulting-Lincoln Financial Advisors
Qualifications
Education: BA, MBA
Years of Experience: 19
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, BuySell, Compensation Plans
Data Provided by:
Mr. Michael J. Goldsmith (RFC®), LUTCF
516 541 0111
549 Broadway Street Suite 201
Massapequa, NY
Mr. Michael J. Goldsmith (RFC®), LUTCF
516 541 0111
549 Broadway Street Suite 201
Massapequa, NY 11758
Qualifications
Education: BS Finance
Years of Experience: 21
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Tax Returns, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Asset Protection, Compensation Plans
Data Provided by:
Data Provided by:
