Saving on Life Insurance: Comparing Quotes and More Syracuse NY

Life insurance isn’t a fun topic; we all know this. And I’m not going to try and trick you into believing that life insurance is the coolest thing you’ve ever spent money on, because, well, it’s not. Cars, books and in my case, shoes, are much cooler things to spend money on.

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. Ross B. Feldman (RFC®), CFP, CLU, CSA
(607) 272-1990
101 East State St #293
Ithaca, NY
Company
Wholistic Wealth, LLC
Qualifications
Education: BS
Years of Experience: 10
Membership
IARFC, MDRT, FPA, SCSA, NAIFA
Services
Invoice, Estate Planning, Business Planning, Retirement Planning, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, BuySell

Data Provided by:
Jeffrey Lewis, CFP, ChFC
7 White Deer Court
Huntington, NY
Company
Title: President
Company: Planning Financial Futures, Inc.
Type
Investment Advisor Rep: Yes
Education
SUNY Binghamton / Economics
College Of Financial Planning / CFP
Years Experience
Years Experience: 20
Service
High Yield Bank Accounts,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,Medicaid,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,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Medicare Planning,Health Care Insura

Data Provided by:
Harlan J. Fischer (RFC®), CHFC, CLU, LUTCF
(631) 979-6000
50 Route 111, Suite 206
Smithtown, NY
Company
Branch Financial Services, Inc.
Qualifications
Education: BS
Years of Experience: 38
Membership
IARFC, FPA, SFSP, NAIFA
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group 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. Michael W. Diaz (RFC®)
(631) 478-6771
150 Motor Pkwy Ste 200
Hauppauge, NY
Company
Sound Wealth Financial Group
Qualifications
Education: State University of New York @ Buffalo
Years of Experience: 2
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CommOptions, 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:
Ms. Joy M. Gould (RFC®), CHFC, CLU
(212) 536-6140
530 Fifth Avenue
New York, NY
Company
Mass Mutual
Qualifications
Education: BA Hunter CollegeMA NYUSobelsohn School of Insurance
Years of Experience: 32
Membership
IARFC, NAIFA
Services
Invoice, Estate Planning, Business Planning, Employee Benefits, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, BuySell

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:
William Mack, ChFC, CLU, LTCP
1574 Union Street
Schenectady, NY
Company
Title: ChFC, CLU, LTCP
Company: Wealth Advisory & Management Corporation of America
Type
Investment Advisor Rep: Yes
Education
Central Connecticut State University - B.S.
Years Experience
Years Experience: 40
Service
Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Life Insurance,Alternative Asset Class Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,High Yield Bank Accounts,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Disability Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Re

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