Planning for the Golden Years 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
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. John E. Hernandez (RFC®), CSA
(516) 248-7066
248 N Maple St
Massapequa, NY
Company
Doral Asset Managers Inc.
Qualifications
Years of Experience: 46
Membership
IARFC, SCSA
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:
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:
MaryJo Romano (RFC®), MBA
(914) 305-9069
800 Westchester Avenue
Rye Brook, NY
Company
Sagemark Consulting-Lincoln Financial Advisors
Qualifications
Education: BA, MBA
Years of Experience: 19
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, BuySell, Compensation Plans

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:
Mr. Gregory Lee Schaffer (RFC®), CFP
(585) 621-3300
3205 Mount Read Blvd.
Rochester, NY
Company
Schaffer & Company Asset Management, Inc.
Qualifications
Education: St. John Fisher College & Kaplan University
Years of Experience: 20
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, 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, Healthcare Accoun

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. Peter L. Bifarella (RFC®), LUTCF
(585) 356-2779
P.O. Box 61
Attica, NY
Company
The Legend Group
Qualifications
Years of Experience: 31
Membership
IARFC
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:
Allstate - Salvatore Spagnuolo
(646) 568-6486
370 Lexington Ave. Room 1512
New York, NY
Description
Safe Drivers Save 45% or More. Call Your Local Allstate Agent Today. Quick and Easy!

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