Planning for the Golden Years East Syracuse 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. David M. Krug (RFC®), LUTCF
914 997 1406
PO Box 200
Purchase, NY
Mr. David M. Krug (RFC®), LUTCF
914 997 1406
PO Box 200
Purchase, NY 10577
Qualifications
Years of Experience: 35
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Employee Benefits, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Education Plan, Asset Protection, BuySell, Compensation Plans
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:
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. 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. Albert F. Coletti (RFC®), CHFC, CLU
631 979 6161 x102
P.O. Box 728
Smithtown, NY
Mr. Albert F. Coletti (RFC®), CHFC, CLU
631 979 6161 x102
P.O. Box 728
Smithtown, NY 11787
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:
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. Mark E. Stratton (RFC®)
516 938 2400
998 Old Country Rd Ste 4
Plainview, NY
Mr. Mark E. Stratton (RFC®)
516 938 2400
998 Old Country Rd Ste 4
Plainview, NY 11803
Company
Compass Financial Group
Qualifications
Education: University of Massachusetts, Amherst
Years of Experience: 24
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, Education Plan, Asset Protection, BuySell
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:
Data Provided by:
