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
 
Mark J. Snyder (RFC®), CHFC, CLU, RFP
(631) 289-4224
1731 North Ocean Ave., Suite A
Medford, NY
Company
Mark J. Snyder Financial Services, Inc.
Qualifications
Education: B
Years of Experience: 37
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Planning, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Compensation Plans

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:
Mr. David M. Krug (RFC®), LUTCF
(914) 997-1406
PO Box 200
Purchase, NY
Company
DMK Planning LTD
Qualifications
Years of Experience: 35
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Employee Benefits, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Education Plan, 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. Halford B. Johnson (RFC®), CHFC, CLU
(585) 218-9090
300 Main St Ste 4-204
East Rochester, NY
Company
The Johnson Organization Ltd.
Qualifications
Education: Graduate University of RochesterMember Board of Trustees, University of Rochester
Years of Experience: 48
Membership
IARFC, SFSP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Planning, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Business Coach, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Helen Beichel
1133 Park Place
Brooklyn, NY
Company
Title: Chartered Financial Consultant
Company: Fattail Financial Advisory Group Inc.
Type
Investment Advisor Rep: Yes
Education
Northeastern University, Boston, MA, BA in History
The American University, Washington, D.C., MA in International Affairs
Years Experience
Years Experience: 118
Service
Portfolio Engineering,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,Reverse Mortgage,Medicare Planning,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Fee Only Portfolio Management,Life Settlements,401k Rollover From Employer,CD Alternative,Alternative Investments,Life Insurance,Investment & Portfolio Management,Long-

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:
Sid Mukherjee
1633 Broadway
New York, NY
Company
Title: Financial Advisor
Company: AXA Advisor
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
Rutgers State univ. Of NJ, Web technology & systems Engineering, 2002
Symbiosis IMS, MBA, 1997
Univ. Of Sagar, BS Pharm Scs., 1992
Years Experience
Years Experience: 10
Service
Disability Insurance,Annuities,Alternative Asset Class Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Medicaid,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Hourly Financial Planning En

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