Planning for the Golden Years Auburn NY
Gone are the days of Betty Freidan’s Feminine Mystique. Today, 61 percent of married women bring home a paycheck compared to only 23 percent in 1959. But on average, women still earn less than men, spend less time in the workforce and receive fewer retirement benefits.
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:
Mr. Peter L. Bifarella (RFC®), LUTCF
585 356-2779
P.O. Box 61
Attica, NY
Mr. Peter L. Bifarella (RFC®), LUTCF
585 356-2779
P.O. Box 61
Attica, NY 14011
Qualifications
Years of Experience: 31
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:
Thomas P. Gallo (RFC®), CPA, CPAPFS
516-877-1900 x 212
485 Jericho Tpke., Ste. 200
Mineola, NY
Thomas P. Gallo (RFC®), CPA, CPAPFS
516-877-1900 x 212
485 Jericho Tpke., Ste. 200
Mineola, NY 11501
Company
Pioneer Financial Opportunities Ltd.
Qualifications
Education: BS
Years of Experience: 33
Membership
IARFC, FPA, AICPA
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Tax Returns, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Asset Protection
Data Provided by:
Mr. Monroe M. Diefendorf (RFC®), CFP, CHFC, CLU
516 759 3900
152 Forest Ave.
Locust Valley, NY
Mr. Monroe M. Diefendorf (RFC®), CFP, CHFC, CLU
516 759 3900
152 Forest Ave.
Locust Valley, NY 11560
Company
Diefendorf Capital Planning Associates
Qualifications
Education: Deerfield Academy; Bucknell University - Psychology; Georgia State University - Masters in Insurance
Years of Experience: 42
Membership
IARFC, MDRT, FPA, AALU, SFSP, NAIFA
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Tax Returns, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Mortgage Loans, 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, Compensation Plans
Data Provided by:
Jared Cutler
611 Pondside Drive
White Plains, NY
Jared Cutler
611 Pondside Drive
White Plains, NY 10607
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. Halford B. Johnson (RFC®), CHFC, CLU
585 218 9090
300 Main St Ste 4-204
East Rochester, NY
Mr. Halford B. Johnson (RFC®), CHFC, CLU
585 218 9090
300 Main St Ste 4-204
East Rochester, NY 14445
Company
The Johnson Organization Ltd.
Qualifications
Education: Graduate University of RochesterMember Board of Trustees, University of Rochester
Years of Experience: 48
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Planning, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Business Coach, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, Compensation Plans
Data Provided by:
William Martone
50 Main Street
White Plains, NY
William Martone
50 Main Street
White Plains, NY 10606
Company
Title: President
Company: Martone Capital Management, Inc
Type
Registered Investor: Yes
Education
Pace College/BBA
American College/ChFC
American College/CLU
Years Experience
Years Experience: 37
Service
Fee Only Portfolio Management,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Life Insurance,Investment & Portfolio Management,Annuity Ideas & Strategy Planning,Estate Tax Planning,Fee-Only Comprehensive Financial Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Health Care Insurance,Retirement Planning,Long-Term Health Care Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,
Data Provided by:
Jeffrey Lewis, CFP, ChFC
7 White Deer Court
Huntington, NY
Jeffrey Lewis, CFP, ChFC
7 White Deer Court
Huntington, NY 11743
Company
Title: President
Company: Planning Financial Futures, Inc.
Type
Investment Advisor Rep: Yes
Education
SUNY Binghamton / Economics
College Of Financial Planning / CFP
Years Experience
Years Experience: 20
Service
High Yield Bank Accounts,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,Medicaid,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,Reverse Mortgage,Medicare Planning,Health Care Insura
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:
Mr. Michael J. Goldsmith (RFC®), LUTCF
516 541 0111
549 Broadway Street Suite 201
Massapequa, NY
Mr. Michael J. Goldsmith (RFC®), LUTCF
516 541 0111
549 Broadway Street Suite 201
Massapequa, NY 11758
Qualifications
Education: BS Finance
Years of Experience: 21
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Tax Returns, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Asset Protection, Compensation Plans
Data Provided by:
Data Provided by:
