No Time Like the Present for Life Insurance Quotes Auburn NY

United Advisors, LLC.

Education: BA, St. Michael's College, VTMA, Villanova University, PA
Years of Experience: 3

IARFC

Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, LiabCover, Compensation Plans

Title: Division leader
Company: Primerica

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

The North Shore Planning Group, LLC

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

IARFC, FPA, NAPFA, NAIFA, GAMA

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

Asset Planning Associates Inc.

Education: Taught Financial Planning at Adelphi University, Estate Planning at Hofstra University.General Securities Principal, Municipal Securities Principal, Financial and Operations officer, Chief Compliance Officer, Licensed Insurance Agent. One of the origi
Years of Experience: 47

IARFC

Invoice, Estate Planning, Business Planning, Portfolio Management, personal Coach, Retirement Planning, Tax Planning, Employee Benefits, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Education Plan, BuySell, Compensation Plans

Title: Vice President-Investments & Wealth Management

University Of Arizona
Bachelor Of Science In Business Administration
Majors: Finance & Management

Years Experience: 10

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,Captive Insurance,Life Settlements,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Medicare Planning,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial

Branch Financial Services, Inc.

Education: BS
Years of Experience: 38

IARFC, FPA, SFSP, NAIFA

Invoice, Estate Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, BuySell, Compensation Plans

Title: Financial Advisor
Company: AXA Advisor

Investment Advisor Rep: Yes
Registered Investor: Yes

Rutgers State univ. Of NJ, Web technology & systems Engineering, 2002
Symbiosis IMS, MBA, 1997
Univ. Of Sagar, BS Pharm Scs., 1992

Years Experience: 10

Disability Insurance,Annuities,Alternative Asset Class Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Medicaid,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Hourly Financial Planning En

Title: Agent
Company: CPS Financial Services

Muhlenberg College/Business Adminstration
East Stroudsberg University/Masters'
PGA Member/2006

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

Company: Capital Financial Planning

Investment Advisor Rep: Yes

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

Strategic Wealth Advisors

Education: AA; BS; MSFS; CLU; ChFC;CLTC; AEP; RFC; AIF; CFP
Years of Experience: 38

IARFC, FPA, SFSP, NAIFA

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