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Category: Financial Literacy

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This listing is alphabetical by person's last name within membership level.
 
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  Wells Fargo Advisors LLC, member SIPC

Joanna Ferguson CRPC®

Financial Consultant
Wells Fargo Advisors LLC, member SIPC

(Professional Position)

5789 Widewaters Pkwy
Dewitt, NY  13214

315-445-7256 (voice)
315-449-4337 (fax)

www.joannahferguson.wfadv.com

Joanna Ferguson CRPC®
  Business Category:
Financial Consulting / Investment Advisory
Financial Literacy
Insurance
Long Term Care Insurance
In Business Since: 2010

Number of Employees/Subcontractors: 1

Desired Markets: Local, Regional, State
  Description: Whether you're planning for retirement or already there as a Chartered Retirement Planning Counselor (CRPC) professional I can help you uncover the challenges you may face and develop a strategy for confronting them. Financial Advisors with the CRPC certification have in-depth knowledge of the investment planning process and are specially trained on the pre-and post-retirement needs of investors like you.
  Profile: As a Financial Consultant, I provide financial advice and value-added service to investors always striving to build long-term relationships based on mutual trust and respect. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. I earned the Chartered Retirement Planning CounselorSM (CRPC®) certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning. My professional affiliations included the Financial Planning Association and the College of Financial Planning.
  Featured Products or Services: Brokerage Services, Asset Management, Advisory Services, Insurance: Permanent, Term, Long Term Care Insurance, Lending Solutions via Wells Fargo Affiliates
 
 
 

Sherry Finkel Murphy

Financial Advisor
Northwestern Mutual Wealth Management Company

(Professional Position)

3 Atrium Drive
Suite 255
Albany, NY  12205

518-459-4665 (voice)
516-770-3419 (voice)

www.sherryfinkelmurphy.nm.com
/www.linkedin.com/in/sherryfinkelmurphy
/www.facebook.com/sherryfinkelmurphy/



Business Category:
Financial Consulting / Investment Advisory
Insurance
Banks & Finance
Financial Literacy

Desired Markets: Local, Regional, State, National
  Description: Comprehensive Financial Planning including insurance, investments and distribution planning; specializing in education planning and retirement income
  Profile: So many of us have a stockbroker, accountant, insurance agent, and lawyer, but NOT a plan. While you can save and build wealth, a self-service corporate portal or your local savings bank will not tell you what you need to know about *how* to arrive at your goal or how to manage the withdrawal of your funds for your children's education or in retirement. My clients learn how to keep their wealth growing, while positioning their children for a successful 'launch' and themselves for a lifetime of income.
  Featured Products or Services: Comprehensive Financial Planning, Insurance, Investments
 
 
 
  Primerica Financial Services

Michelle Shauger

Regional Vice President
Primerica Financial Services

(100% Woman-Owned Business)

223 North Washington Street
Rome, NY  13440

315-225-4481 (voice)
888-709-1903 (fax)

www.primerica.com/michelleshauger
www.primericaworkshops.com
www.womeninprimerica.com

Michelle Shauger
  Business Category:
Business Ownership and Training
Financial Consulting / Investment Advisory
Financial Literacy
Insurance
In Business Since: 2002

Locations: We service clients and open offices throughout the United States and Canada.

Desired Markets: Local, Regional, State, National, International

  Description: Please visit my company website for more information. www.primerica.com/michelleshauger
 
 
 
     
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