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
 
Katherine D. Agrillo (RFC®), CFP, CHFC, CLU
(516) 542-0261
1858 Hempstead Turnpike
East Meadow, NY
Company
Agrillo Financial Group
Qualifications
Years of Experience: 28
Membership
IARFC, FPA
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. Paul J. Ferrigno (RFC®)
(845) 496-5508
79 East Main St
Washingtonville, NY
Company
Ferrigno Financial
Qualifications
Education: Rutgers University, BFA
Years of Experience: 6
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Education Plan, Asset Protection, Compensation Plans

Data Provided by:
Mr. William A. Mack (RFC®), CHFC, CLU
(518) 372-6996
1574 Union St
Schenectady, NY
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
Membership
IARFC, SFSP
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:
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:
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. John M. Lunghino (RFC®), CPA, CSA, MBA
(716) 362-9229
4925 Main Street, Suite 205
Amherst, NY
Company
Securities America
Qualifications
Education: BS-ACCOUNTING AND FINANCEMBA-FINANCE
Years of Experience: 23
Membership
IARFC, AICPA, Bar
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Asset Protection, 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:
Mr. Brian D. Schmidt (RFC®), CFP
(607) 754-7222
1405 Davis Ave
Endwell, NY
Company
United Advisors, LLC.
Qualifications
Education: BA, St. Michael's College, VTMA, Villanova University, PA
Years of Experience: 3
Membership
IARFC
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:
Data Provided by: