Retirement Visions Liverpool NY
Bankrate readers check their savings, peek into the future and guess what retirement might look like. Having a long-term plan and sticking to it will increase your chances of arriving at retirement in style.
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:
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:
Mrs. Linda McAnelly, CFP®
(315)457-1280
105 Second Street
Liverpool, NY
Mrs. Linda McAnelly, CFP®
(315)457-1280
105 Second Street
Liverpool, NY 13088
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Robert Damon, CFP®
(315)451-5885 (212)
4769 Buckley Rd
Liverpool, NY
Mr. Robert Damon, CFP®
(315)451-5885 (212)
4769 Buckley Rd
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. Kyle Mumpton, CFP®
(315)451-0252
326 1st St
Liverpool, NY
Mr. Kyle Mumpton, CFP®
(315)451-0252
326 1st St
Liverpool, NY 13088
Firm
Thrivent Financial for Lutherans
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:
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:
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:
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. Jeffrey Klein, CFP®
(315)428-1990
112 Northern Concourse Blvd.
N. Syracuse, NY
Mr. Jeffrey Klein, CFP®
(315)428-1990
112 Northern Concourse Blvd.
N. Syracuse, NY 13212
Firm
Michael Roberts Assoc., Inc.
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
