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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
Rev. Elbert T. Chester (RFC®), CFP, CPA, CPAPFS
718 291 2722
PO Box 21024
Floral Park, NY
Rev. Elbert T. Chester (RFC®), CFP, CPA, CPAPFS
718 291 2722
PO Box 21024
Floral Park, NY 11002
Company
Elbert T Chester, CPA PLLC
Qualifications
Education: BBA
Years of Experience: 21
Membership
IARFC, MDRT, AICPA
Services
Invoice, Estate Planning, Business Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Family Offices, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Business Coach, Education Plan, Charitable Foundations, Asset Protection, Compensation Plans
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:
Anthony Shark
29 adrian avenue suite D-6
bronx, NY
Anthony Shark
29 adrian avenue suite D-6
bronx, NY 10463
Company
Title: Division leader
Company: Primerica
Service
401k Rollover From Employer,CD Alternative,Annuities,Retirement Income Distribution Planning,Mortgage Refinancing,Income for Life/ Preserve Principal,Life Insurance,Insurance & Risk Management Planning,Education Funding & Financial Aid Planning,IRA, 401k, Roth IRA, QDRO Rollovers,Medicare Planning,Retirement Planning,Retirement Income Accumulation Planning
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:
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:
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:
Thomas P. Gallo (RFC®), CPA, CPAPFS
516-877-1900 x 212
485 Jericho Tpke., Ste. 200
Mineola, NY
Thomas P. Gallo (RFC®), CPA, CPAPFS
516-877-1900 x 212
485 Jericho Tpke., Ste. 200
Mineola, NY 11501
Company
Pioneer Financial Opportunities Ltd.
Qualifications
Education: BS
Years of Experience: 33
Membership
IARFC, FPA, AICPA
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Tax Returns, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Asset Protection
Data Provided by:
Tim C. Merrill (RFC®), LUTCF, MBA
518-743-8200
5 Sagamore St., Suite C
Glens Falls, NY
Tim C. Merrill (RFC®), LUTCF, MBA
518-743-8200
5 Sagamore St., Suite C
Glens Falls, NY 12801
Qualifications
Education: Accounting College 2 year
Years of Experience: 19
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, Medical Insurance, Group Insurance, BuySell, Compensation Plans
Data Provided by:
Data Provided by:
