No Time Like the Present for Life Insurance Quotes Baldwinsville NY
If you're in the market for life insurance quotes, you may find there's no time like the present to get started in Baldwinsville.
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
Allan Corby
1633 Broadway
New York, NY
Allan Corby
1633 Broadway
New York, NY 10019
Company
Title: Certified Financial Planner
Company: AXA Advisors, LLC
Type
Investment Advisor Rep: Yes
Education
Brooklyn College, BA
Years Experience
Years Experience: 29
Service
Retirement Planning,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Annuities,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Retirement Income Distribution Planning,Life Insurance,Investment & Portfolio Management,Commission-Only Financial Planning (Full Disclosure),Estate Tax Planning,Asset Protection Strategies & Planning
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:
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:
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:
Harlan J. Fischer (RFC®), CHFC, CLU, LUTCF
631 979 6000
50 Route 111, Suite 206
Smithtown, NY
Harlan J. Fischer (RFC®), CHFC, CLU, LUTCF
631 979 6000
50 Route 111, Suite 206
Smithtown, NY 11787
Company
Branch Financial Services, Inc.
Qualifications
Education: BS
Years of Experience: 38
Membership
IARFC, FPA, SFSP, NAIFA
Services
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
Data Provided by:
Helen Beichel
1133 Park Place
Brooklyn, NY
Helen Beichel
1133 Park Place
Brooklyn, NY 11213
Company
Title: Chartered Financial Consultant
Company: Fattail Financial Advisory Group Inc.
Type
Investment Advisor Rep: Yes
Education
Northeastern University, Boston, MA, BA in History
The American University, Washington, D.C., MA in International Affairs
Years Experience
Years Experience: 118
Service
Portfolio Engineering,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,Reverse Mortgage,Medicare Planning,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Fee Only Portfolio Management,Life Settlements,401k Rollover From Employer,CD Alternative,Alternative Investments,Life Insurance,Investment & Portfolio Management,Long-
Data Provided by:
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:
Mr. John M. Lunghino (RFC®), CPA, CSA, MBA
716 362 9229
4925 Main Street, Suite 205
Amherst, NY
Mr. John M. Lunghino (RFC®), CPA, CSA, MBA
716 362 9229
4925 Main Street, Suite 205
Amherst, NY 14226
Company
Securities America
Qualifications
Education: BS-ACCOUNTING AND FINANCEMBA-FINANCE
Years of Experience: 23
Membership
IARFC, AICPA, Bar
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Asset Protection, Compensation Plans
Data Provided by:
Data Provided by:
