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. Joseph P. Lucia (RFC®)
(845) 621-7200
888 Route 6
Mahopac, NY
Company
Joseph P. Lucia & Associates, LLC
Qualifications
Education: Series 7Series 66Life, Accident and Health Insurance Licenses
Years of Experience: 10
Membership
IARFC, FPA, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation 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, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

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:
Rev. Elbert T. Chester (RFC®), CFP, CPA, CPAPFS
(718) 291-2722
PO Box 21024
Floral Park, NY
Company
Elbert T Chester, CPA PLLC
Qualifications
Education: BBA
Years of Experience: 21
Membership
IARFC, MDRT, AICPA
Services
Invoice, Estate Planning, Business Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Family Offices, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Business Coach, Education Plan, Charitable Foundations, Asset Protection, 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. Brian E. Glickman (RFC®), CPA
(631) 361-9108
22 Lawrence Ave Ste 103
Smithtown, NY
Company
Brian E. Glickman CPA, RFC, PFS
Qualifications
Education: BBA in AccountingMasters In Taxation
Years of Experience: 15
Membership
IARFC, AICPA
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Business Coach, Charitable Planning, Education Plan

Data Provided by:
Mr. John J. Hopkins (RFC®)
(631) 870-0322
445 Broad Hollow Road
Melville, NY
Company
JJH Financial Services
Qualifications
Education: Virginia Military Institute, BS. Adelphi University, MS.Certificate in Financial Planning
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Business Coach, Charitable Planning, 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
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. Michael H. Fliegelman (RFC®), CHFC, CLU
(631) 806-3568
5 Harborfields Ct
Greenlawn, NY
Qualifications
Years of Experience: 24
Membership
IARFC, NAIFA, GAMA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, 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, Compensation Plans

Data Provided by:
Data Provided by: