Shopping for Life Insurance Quotes for a Good Long-Term Plan East Syracuse 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.
Frederick P. Davies (RFC®), JD
315 218 0234
210 East Fayette Street, 7th Floor
Syracuse, NY
Frederick P. Davies (RFC®), JD
315 218 0234
210 East Fayette Street, 7th Floor
Syracuse, NY 13202
Company
Davies Law Firm, P.C.
Qualifications
Years of Experience: 24
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. 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:
Mr. John E. Hernandez (RFC®), CSA
516 248 7066
248 N Maple St
Massapequa, NY
Mr. John E. Hernandez (RFC®), CSA
516 248 7066
248 N Maple St
Massapequa, NY 11758
Company
Doral Asset Managers Inc.
Qualifications
Years of Experience: 46
Services
Invoice, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Charitable Planning, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, Compensation Plans
Data Provided by:
Mr. William A. Mack (RFC®), CHFC, CLU
518 372-6996
1574 Union St
Schenectady, NY
Mr. William A. Mack (RFC®), CHFC, CLU
518 372-6996
1574 Union St
Schenectady, NY 12309
Company
Wealth Advisory & Management Corp of America
Qualifications
Education: BS Education from Central Connecticut State University. ChFC & CLU from The American College.LTCP from the Health Insurance Association of America
Years of Experience: 42
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Healthcare Accounts, Charitable Foundations, 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
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:
Mr. Gregory Lee Schaffer (RFC®), CFP
585-621-3300
3205 Mount Read Blvd.
Rochester, NY
Mr. Gregory Lee Schaffer (RFC®), CFP
585-621-3300
3205 Mount Read Blvd.
Rochester, NY 14616
Company
Schaffer & Company Asset Management, Inc.
Qualifications
Education: St. John Fisher College & Kaplan University
Years of Experience: 20
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, 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 Plan, Healthcare Accoun
Data Provided by:
MaryJo Romano (RFC®), MBA
914 305 9069
800 Westchester Avenue
Rye Brook, NY
MaryJo Romano (RFC®), MBA
914 305 9069
800 Westchester Avenue
Rye Brook, NY 10573
Company
Sagemark Consulting-Lincoln Financial Advisors
Qualifications
Education: BA, MBA
Years of Experience: 19
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, BuySell, Compensation Plans
Data Provided by:
Mr. Paul A. Strebel (RFC®), CFP, CPA
607 275-1275
944 Dryden Rd.
Ithaca, NY
Mr. Paul A. Strebel (RFC®), CFP, CPA
607 275-1275
944 Dryden Rd.
Ithaca, NY 14850
Company
New Horizon Financial Strategies
Qualifications
Education: Bachelars of Business Administrative in Accounting
Years of Experience: 29
Membership
IARFC, FPA, AICPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, 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, Business Coach, Charitable Planning, Education Plan, Charitable Foundations, BuySell, Compensation Plans
Data Provided by:
Mr. Daniel F. Spagnolo (RFC®), MBA
631 439 4600 x336
4250 Veterans Memorial Hwy Ste 420E
Holbrook, NY
Mr. Daniel F. Spagnolo (RFC®), MBA
631 439 4600 x336
4250 Veterans Memorial Hwy Ste 420E
Holbrook, NY 11741
Company
Dynamic Financial Services, Ltd.
Qualifications
Education: BA...Accounting (Queens College)MBA..Finance (St John's Univ)
Years of Experience: 10
Services
Invoice, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans
Data Provided by:
Data Provided by:
