No Time Like the Present for Life Insurance Quotes Syracuse 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 Syracuse.

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. Peter L. Bifarella (RFC®), LUTCF
(585) 356-2779
P.O. Box 61
Attica, NY
Company
The Legend Group
Qualifications
Years of Experience: 31
Membership
IARFC
Services
Invoice, Estate Planning, Pension Planning, Retirement Planning, Employee Benefits, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Healthcare Accounts, BuySell

Data Provided by:
Timothy J. Denis (RFC®), CFP
(631) 928-3073
8 Priscilla Lane
Port Jefferson Station, NY
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

Data Provided by:
Donald Conrad
1377 Motor Parkway
Islandia, NY
Company
Title: RIA, CSA
Company: Conrad Capital Management
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
Nassau County Community College
Suffolk County Community College
The Collective School of Music
Years Experience
Years Experience: 29
Service
Fee Only Portfolio Management,Wealth Engineering,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Alternative Investments,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Portfolio Engineering,High Yield Bank Accounts,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealt

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:
Tim C. Merrill (RFC®), LUTCF, MBA
(518) 743-8200
5 Sagamore St., Suite C
Glens Falls, NY
Company
Asset Strategies
Qualifications
Education: Accounting College 2 year
Years of Experience: 19
Membership
IARFC, FPA
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:
Mike Morgante
1581 Route 9
Clifton Park, NY
Company
Title: Managing Partner & Senior Investment Advisor
Company: The Mutual Fund Store
Type
Investment Advisor Rep: Yes
Education
Bachelor of Business Administration and Economics
University at Albany-SUNY
Years Experience
Years Experience: 7
Service
Portfolio Engineering,IRA, 401k, Roth IRA, QDRO Rollovers,Wealth Management,Investment Consulting & Allocation Design,Asset Protection Strategies & Planning,Fee Only Portfolio Management,401k Rollover From Employer,CD Alternative,Investment & Portfolio Management,Retirement Income Accumulation Planning,Wealth Engineering,Income for Life/ Preserve Principal,Retirement Planning,Retirement Income Distribution Planning

Data Provided by:
Anthony Shark
29 adrian avenue suite D-6
bronx, NY
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:
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

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