No Medical Life Insurance Syracuse NY

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Frederick P. Davies (RFC®), JD
(315) 218-0234
210 East Fayette Street, 7th Floor
Syracuse, NY
Company
Davies Law Firm, P.C.
Qualifications
Years of Experience: 24
Membership
IARFC
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. Dennis J. Hebert (RFC®), CFP, CHFC, CLU, MSFS
(315) 234-7526
209 Second Street
Liverpool, NY
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. William A. Mack (RFC®), CHFC, CLU
(518) 372-6996
1574 Union St
Schenectady, NY
Company
Wealth Advisory & Management Corp of America
Qualifications
Education: BS Education from Central Connecticut State University. ChFC & CLU from The American College.LTCP from the Health Insurance Association of America
Years of Experience: 42
Membership
IARFC, SFSP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. Paul A. Strebel (RFC®), CFP, CPA
(607) 275-1275
944 Dryden Rd.
Ithaca, NY
Company
New Horizon Financial Strategies
Qualifications
Education: Bachelars of Business Administrative in Accounting
Years of Experience: 29
Membership
IARFC, FPA, AICPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Charitable Planning, Education Plan, Charitable Foundations, BuySell, Compensation Plans

Data Provided by:
Mr. Dennis J. Hebert (RFC®), CFP, CHFC, CLU, MSFS
(315) 234-7526
209 Second Street
Liverpool, NY
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. Ross B. Feldman (RFC®), CFP, CLU, CSA
(607) 272-1990
101 East State St #293
Ithaca, NY
Company
Wholistic Wealth, LLC
Qualifications
Education: BS
Years of Experience: 10
Membership
IARFC, MDRT, FPA, SCSA, NAIFA
Services
Invoice, Estate Planning, Business Planning, Retirement Planning, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, BuySell

Data Provided by:
Mr. David Bendix (RFC®), CFP, CPA
(516) 228-8300
585 Stewart Ave., Suite #314
Garden City, NY
Company
The Bendix Financial Group
Qualifications
Education: B.S.
Years of Experience: 25
Membership
IARFC, AICPA
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Planning, Tax Returns, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. Paul J. Ferrigno (RFC®)
(845) 496-5508
79 East Main St
Washingtonville, NY
Company
Ferrigno Financial
Qualifications
Education: Rutgers University, BFA
Years of Experience: 6
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Education Plan, Asset Protection, Compensation Plans

Data Provided by:
William Mack, ChFC, CLU, LTCP
1574 Union Street
Schenectady, NY
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

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