Retirement Saving Tips for Boomers Baldwinsville NY
According to financial experts, 80 percent of America's Baby Boomers lack sufficient assets to maintain their current standard of living through retirement. And with almost 3 million Boomers turning 60 this year, the milestone signifies that Boomers are nearing retirement age-a step most Boomers won't financially be able to make.
Anthony Farella
Rockbridge Investment Management, LLC
(315) 671-0588 X222
101 South Salina Street, Suite 400
Syracuse, NY
Anthony Farella
Rockbridge Investment Management, LLC
(315) 671-0588 X222
101 South Salina Street, Suite 400
Syracuse, NY 13202
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®
Data Provided by:
Ms. Julianne Michaels, CFP®
315-638-8476
148 Softwind Cir
Baldwinsville, NY
Ms. Julianne Michaels, CFP®
315-638-8476
148 Softwind Cir
Baldwinsville, NY 13027
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Daniel D'Andreano, CFP®
(315)638-3332
7008 Brannockbyrne St
Baldwinsville, NY
Mr. Daniel D'Andreano, CFP®
(315)638-3332
7008 Brannockbyrne St
Baldwinsville, NY 13027
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Jon Law, CFP®
(315)451-4926
5 Mann Dr
Liverpool, NY
Mr. Jon Law, CFP®
(315)451-4926
5 Mann Dr
Liverpool, NY 13088
Firm
Mass Mutual Financial Group
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. James Shope III, CFP®
(315)701-5857
5014 W Genesee St
Camillus, NY
Mr. James Shope III, CFP®
(315)701-5857
5014 W Genesee St
Camillus, NY 13031
Firm
Shope Financial Planning, Inc.
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Troy Sebeck, CFP®
607-772-3445
102 Niblick Circle
Baldwinsville, NY
Mr. Troy Sebeck, CFP®
607-772-3445
102 Niblick Circle
Baldwinsville, NY 13027
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. David Treichler, CFP®
(315)430-3283
4 Merlewood Pkwy
Baldwinsville, NY
Mr. David Treichler, CFP®
(315)430-3283
4 Merlewood Pkwy
Baldwinsville, NY 13027
Firm
Arabella Wealth Advisors
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Christian Lord, CFP®
315-415-1236
8254 Honeysuckle Dr
Liverpool, NY
Mr. Christian Lord, CFP®
315-415-1236
8254 Honeysuckle Dr
Liverpool, NY 13090
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
BRIAN FOSTER, CFP®
(315)451-5885
4769 BUCKLEY ROAD
Liverpool, NY
BRIAN FOSTER, CFP®
(315)451-5885
4769 BUCKLEY ROAD
Liverpool, NY 13088
Firm
UNITED FINANCIAL SERVICES
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Dennis Hebert, CFP®
(315)234-7526
209 Second Street
Liverpool, NY
Mr. Dennis Hebert, CFP®
(315)234-7526
209 Second Street
Liverpool, NY 13088
Firm
Hebert Financial Strategies
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Data Provided by:
