Shopping for Life Insurance Quotes for a Good Long-Term Plan Auburn NY
Financial planners are reminding Americans to plan on living a long life when it comes to retirement savings - something that also applies when it comes to shopping for life insurance quotes.
Mr. Halford B. Johnson (RFC®), CHFC, CLU
585 218 9090
300 Main St Ste 4-204
East Rochester, NY
Mr. Halford B. Johnson (RFC®), CHFC, CLU
585 218 9090
300 Main St Ste 4-204
East Rochester, NY 14445
Company
The Johnson Organization Ltd.
Qualifications
Education: Graduate University of RochesterMember Board of Trustees, University of Rochester
Years of Experience: 48
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:
Bruce Gaynor
6 Tower Place
Albany, NY
Bruce Gaynor
6 Tower Place
Albany, NY 12203
Company
Company: Capital Financial Planning
Type
Investment Advisor Rep: Yes
Service
High Yield Bank Accounts,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Hourly Financial Planning Engagements,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Id
Data Provided by:
Mr. John M. Lunghino (RFC®), CPA, CSA, MBA
716 362 9229
4925 Main Street, Suite 205
Amherst, NY
Mr. John M. Lunghino (RFC®), CPA, CSA, MBA
716 362 9229
4925 Main Street, Suite 205
Amherst, NY 14226
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. Monroe M. Diefendorf (RFC®), CFP, CHFC, CLU
516 759 3900
152 Forest Ave.
Locust Valley, NY
Mr. Monroe M. Diefendorf (RFC®), CFP, CHFC, CLU
516 759 3900
152 Forest Ave.
Locust Valley, NY 11560
Company
Diefendorf Capital Planning Associates
Qualifications
Education: Deerfield Academy; Bucknell University - Psychology; Georgia State University - Masters in Insurance
Years of Experience: 42
Membership
IARFC, MDRT, FPA, AALU, SFSP, NAIFA
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Tax Returns, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Mortgage Loans, 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:
Sid Mukherjee
1633 Broadway
New York, NY
Sid Mukherjee
1633 Broadway
New York, NY 10019
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
Data Provided by:
Mr. Jonathan P. Delo (RFC®), CFP
845 893 0073
200 Business Park Dr Ste 308
Armonk, NY
Mr. Jonathan P. Delo (RFC®), CFP
845 893 0073
200 Business Park Dr Ste 308
Armonk, NY 10504
Company
Ameriprise Financial
Qualifications
Education: Manhattan College
Years of Experience: 15
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, 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 Pl
Data Provided by:
Mr. Michael H. Fliegelman (RFC®), CHFC, CLU
631 806 3568
5 Harborfields Ct
Greenlawn, NY
Mr. Michael H. Fliegelman (RFC®), CHFC, CLU
631 806 3568
5 Harborfields Ct
Greenlawn, NY 11740
Qualifications
Years of Experience: 24
Membership
IARFC, NAIFA, GAMA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, 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:
John Fiorito
450 Seventh Avenue
NY, NY
John Fiorito
450 Seventh Avenue
NY, NY 10123
Company
Title: Financial Consultant
Company: US Planning Group
Type
Investment Advisor Rep: Yes
Education
State University of New York at Albany
BA
Years Experience
Years Experience: 7
Service
Retirement Income Accumulation Planning,Individual Income Tax Planning,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Fee-Only Comprehensive Financial Planning,Dis
Data Provided by:
Mr. Brian D. Schmidt (RFC®), CFP
607 754 7222
1405 Davis Ave
Endwell, NY
Mr. Brian D. Schmidt (RFC®), CFP
607 754 7222
1405 Davis Ave
Endwell, NY 13760
Company
United Advisors, LLC.
Qualifications
Education: BA, St. Michael's College, VTMA, Villanova University, PA
Years of Experience: 3
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:
Stephen Jenkins
18 Division Street
Saratoga Springs, NY
Stephen Jenkins
18 Division Street
Saratoga Springs, NY 12866
Company
Title: Partner
Company: Sterling Manor Financial
Type
Investment Advisor Rep: Yes
Education
Cass Business School/MS
Years Experience
Years Experience: 19
Service
Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,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 Engagements,Health Care Insurance,Retirement Planning,Long-Term Health Care Planning,Business Succession & Li
Data Provided by:
Data Provided by:
