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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
Bailey, Haskell & LaLonde
(315) 363-2100
169 Main Street
Oneida, 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:
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. 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:
Gates-Cole Associates
(315) 363-7200
125 Main Street, Box 358
Oneida, NY
Access Insurance Agency
(315) 361-3227
102 E. Seneca Street
Sherrill, NY
William Mack, ChFC, CLU, LTCP
1574 Union Street
Schenectady, NY
William Mack, ChFC, CLU, LTCP
1574 Union Street
Schenectady, NY 12309
Company
Title: ChFC, CLU, LTCP
Company: Wealth Advisory & Management Corporation of America
Type
Investment Advisor Rep: Yes
Education
Central Connecticut State University - B.S.
Years Experience
Years Experience: 40
Service
Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Life Insurance,Alternative Asset Class Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,High Yield Bank Accounts,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Disability Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Re
Data Provided by:
Timothy J. Denis (RFC®), CFP
631 928 3073
8 Priscilla Lane
Port Jefferson Station, NY
Timothy J. Denis (RFC®), CFP
631 928 3073
8 Priscilla Lane
Port Jefferson Station, NY 11776
Company
The North Shore Planning Group, LLC
Qualifications
Education: MS in Finance Redding University.MS in Management Redding University.MBA Redding University.Graduate of CFP ProgramCW Post 1997.CLB, Certified Loan Broker.
Years of Experience: 18
Membership
IARFC, FPA, NAPFA, NAIFA, GAMA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Charitable Planning, Education Plan, H
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