Shopping for Life Insurance Quotes for a Good Long-Term Plan 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
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
 
Tim C. Merrill (RFC®), LUTCF, MBA
(518) 743-8200
5 Sagamore St., Suite C
Glens Falls, NY
Company
Asset Strategies
Qualifications
Education: Accounting College 2 year
Years of Experience: 19
Membership
IARFC, FPA
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, Medical Insurance, Group Insurance, BuySell, Compensation Plans

Data Provided by:
Mr. Jesse B. Mackey (RFC®), MBA
(516) 677-5034
80 Crossways Park West
Woodbury, NY
Company
Park Avenue Securities, LLC
Qualifications
Education: MBA from Thunderbird School of Global ManagementBA in Economics from Colgate University
Years of Experience: 7
Membership
IARFC
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, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, Education Plan, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. Jonathan P. Delo (RFC®), CFP
(845) 893-0073
200 Business Park Dr Ste 308
Armonk, NY
Company
Ameriprise Financial
Qualifications
Education: Manhattan College
Years of Experience: 15
Membership
IARFC
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. 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. 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:
George C. Reichle (RFC®), CFP, CHFC, CLU
(631) 757-3300
P O Box 434
Centerport, NY
Company
Asset Planning Associates Inc.
Qualifications
Education: Taught Financial Planning at Adelphi University, Estate Planning at Hofstra University.General Securities Principal, Municipal Securities Principal, Financial and Operations officer, Chief Compliance Officer, Licensed Insurance Agent. One of the origi
Years of Experience: 47
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, personal Coach, Retirement Planning, Tax Planning, Employee Benefits, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Education Plan, BuySell, Compensation Plans

Data Provided by:
Mr. Vincent M. DAddona (RFC®), CHFC, CLU, MSFS
(212) 701-7903
140 Broadway
New York, NY
Company
Strategies for Wealth Creation & Protection
Qualifications
Education: Masters of Science in Financial Services
Years of Experience: 29
Membership
IARFC, MDRT, FPA, AALU, SFSP, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Thomas P. Gallo (RFC®), CPA, CPAPFS
516-877-1900 x 212
485 Jericho Tpke., Ste. 200
Mineola, NY
Company
Pioneer Financial Opportunities Ltd.
Qualifications
Education: BS
Years of Experience: 33
Membership
IARFC, FPA, AICPA
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Tax Returns, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Asset Protection

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