Planning for the Golden Years Camillus 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.
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:
AAA TRAVEL & INSURANCE
(315) 446-3134
3175 Genesee Street
Syracuse, NY
Mr. Ross B. Feldman (RFC®), CFP, CLU, CSA
607 272 1990
101 East State St #293
Ithaca, NY
Mr. Ross B. Feldman (RFC®), CFP, CLU, CSA
607 272 1990
101 East State St #293
Ithaca, NY 14850
Company
Wholistic Wealth, LLC
Qualifications
Education: BS
Years of Experience: 10
Membership
IARFC, MDRT, FPA, SCSA, NAIFA
Services
Invoice, Estate Planning, Business Planning, Retirement Planning, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, BuySell
Data Provided by:
Katherine D. Agrillo (RFC®), CFP, CHFC, CLU
516 542 0261
1858 Hempstead Turnpike
East Meadow, NY
Katherine D. Agrillo (RFC®), CFP, CHFC, CLU
516 542 0261
1858 Hempstead Turnpike
East Meadow, NY 11554
Company
Agrillo Financial Group
Qualifications
Years of Experience: 28
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension 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, Asset Protection, Compensation Plans
Data Provided by:
Mr. Gregg Pajak (RFC®), CHFC
877 494 9366
150 Motor Parkway Suite 401
Hauppague, NY
Mr. Gregg Pajak (RFC®), CHFC
877 494 9366
150 Motor Parkway Suite 401
Hauppague, NY 11788
Company
WizdomTree Benefit Solutions Inc.
Qualifications
Education: ChFCRFCSeries 7Series 63Life/Health
Years of Experience: 8
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. 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:
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:
Mr. Paul A. Strebel (RFC®), CFP, CPA
607 275-1275
944 Dryden Rd.
Ithaca, NY
Mr. Paul A. Strebel (RFC®), CFP, CPA
607 275-1275
944 Dryden Rd.
Ithaca, NY 14850
Company
New Horizon Financial Strategies
Qualifications
Education: Bachelars of Business Administrative in Accounting
Years of Experience: 29
Membership
IARFC, FPA, AICPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Charitable Planning, Education Plan, Charitable Foundations, BuySell, Compensation Plans
Data Provided by:
George C. Reichle (RFC®), CFP, CHFC, CLU
631 757 3300
P O Box 434
Centerport, NY
George C. Reichle (RFC®), CFP, CHFC, CLU
631 757 3300
P O Box 434
Centerport, NY 11721
Company
Asset Planning Associates Inc.
Qualifications
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
Services
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
Data Provided by:
Ms. Beth L. Blecker (RFC®), CSA
845 627 8300
One Blue Hill Plaza #1576
Pearl River, NY
Ms. Beth L. Blecker (RFC®), CSA
845 627 8300
One Blue Hill Plaza #1576
Pearl River, NY 10965
Company
Eastern Planning, Inc.
Qualifications
Education: AA, BA
Years of Experience: 19
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Compensation Plans
Data Provided by:
Data Provided by:
