Planning for the Golden Years Fulton 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.
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:
Donald Conrad
1377 Motor Parkway
Islandia, NY
Donald Conrad
1377 Motor Parkway
Islandia, NY 11749
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:
Matthew Berman
1393 Veterans Memorial Highway
Hauppauge, NY
Matthew Berman
1393 Veterans Memorial Highway
Hauppauge, NY 11733
Company
Title: Agent
Company: CPS Financial Services
Education
Muhlenberg College/Business Adminstration
East Stroudsberg University/Masters'
PGA Member/2006
Service
Individual Income Tax Planning,Life Settlements,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,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,Wealth Management,Health Care Ins
Data Provided by:
Lee Cameron
315 Madison Avenue
New York, NY
Lee Cameron
315 Madison Avenue
New York, NY 10017
Company
Title: Financial Advisor
Company: Linden Capital Corp.
Type
Investment Advisor Rep: Yes
Years Experience
Years Experience: 14
Service
Fee Only Portfolio Management,Wealth Engineering,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Medicare Planning,Retirement Planning,Investment Consulting & Allocation Design,Planning For Personal Finances & Budgeting,Asset Protection Strategies & Planning,Portfolio Engineering,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Annuities,Alternative Asset Class Planning,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Fee-Only
Data Provided by:
Tim C. Merrill (RFC®), LUTCF, MBA
518-743-8200
5 Sagamore St., Suite C
Glens Falls, NY
Tim C. Merrill (RFC®), LUTCF, MBA
518-743-8200
5 Sagamore St., Suite C
Glens Falls, NY 12801
Qualifications
Education: Accounting College 2 year
Years of Experience: 19
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:
Mr. William A. Mack (RFC®), CHFC, CLU
518 372-6996
1574 Union St
Schenectady, NY
Mr. William A. Mack (RFC®), CHFC, CLU
518 372-6996
1574 Union St
Schenectady, NY 12309
Company
Wealth Advisory & Management Corp of America
Qualifications
Education: BS Education from Central Connecticut State University. ChFC & CLU from The American College.LTCP from the Health Insurance Association of America
Years of Experience: 42
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, 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. Brian D. Schmidt (RFC®), CFP
607 754 7222
1405 Davis Ave
Endwell, NY
Mr. Brian D. Schmidt (RFC®), CFP
607 754 7222
1405 Davis Ave
Endwell, NY 13760
Company
United Advisors, LLC.
Qualifications
Education: BA, St. Michael's College, VTMA, Villanova University, PA
Years of Experience: 3
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension 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, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, LiabCover, 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:
Mr. John E. Hernandez (RFC®), CSA
516 248 7066
248 N Maple St
Massapequa, NY
Mr. John E. Hernandez (RFC®), CSA
516 248 7066
248 N Maple St
Massapequa, NY 11758
Company
Doral Asset Managers Inc.
Qualifications
Years of Experience: 46
Services
Invoice, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Charitable Planning, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, Compensation Plans
Data Provided by:
Data Provided by:
