Bruce Gaynor
6 Tower Place
Albany, NY
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. William A. Mack (RFC®), CHFC, CLU
(518) 372-6996
1574 Union St
Schenectady, NY
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
Membership
IARFC, SFSP
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:
Matthew Berman
1393 Veterans Memorial Highway
Hauppauge, NY
Company
Title: Agent
Company: CPS Financial Services
Education
Muhlenberg College/Business Adminstration
East Stroudsberg University/Masters'
PGA Member/2006
Service
Individual Income Tax Planning,Life Settlements,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,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,Wealth Management,Health Care Ins
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
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: