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. Gregg Pajak (RFC®), CHFC
(877) 494-9366
150 Motor Parkway Suite 401
Hauppague, NY
Company
WizdomTree Benefit Solutions Inc.
Qualifications
Education: ChFCRFCSeries 7Series 63Life/Health
Years of Experience: 8
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. Joseph P. Lucia (RFC®)
(845) 621-7200
888 Route 6
Mahopac, NY
Company
Joseph P. Lucia & Associates, LLC
Qualifications
Education: Series 7Series 66Life, Accident and Health Insurance Licenses
Years of Experience: 10
Membership
IARFC, FPA, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation 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, Education Plan, Healthcare Accounts, Asset Protection, 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:
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:
Jared Cutler
611 Pondside Drive
White Plains, NY
Company
Title: Vice President-Investments & Wealth Management
Education
University Of Arizona
Bachelor Of Science In Business Administration
Majors: Finance & Management
Years Experience
Years Experience: 10
Service
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

Data Provided by:
Mr. Albert F. Coletti (RFC®), CHFC, CLU
631 979 6161 x102
P.O. Box 728
Smithtown, NY
Company
Design Capital Planning Group, Inc.
Qualifications
Education: Eastern Military AcademySuffolk College Hofstra University
Years of Experience: 43
Membership
IARFC, MDRT, FPA, SFSP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Auto Home Insurance, Business Coach, Charitable Planning, Education Plan, Asset Protection, B

Data Provided by:
Robert E. Johnson (RFC®), CEP
(631) 271-1733
113 Woodbury Road
Huntington, NY
Company
Estate Management Group, Inc.
Qualifications
Education: Bachelor of Arts in Psychology from Stony Brook University.
Years of Experience: 21
Membership
IARFC, NAIFA, NICEP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Employee Benefits, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Allan Corby
1633 Broadway
New York, NY
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

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