Annie McQuilken (CFP®, CFT-I, MS)
Annie McQuilken focuses in the
following client markets or areas of practice:
- AUM
- College/Education Planning
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- AUM
- College/Education Planning
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
Forever Financial Advisors, LLC is a fee-only financial planning and investment advisory firm located in Fairport, NY and Boston, MA. We provide comprehensive financial planning and investment management to individuals and small business owners. Forever Financial is a fee-only firm, and does not accept any commissions or revenue from any source other than the clients which we serve. It is our strong belief that this provides a level of objectivity and integrity that is an essential part of our relationship with our clients.
Additional Information
Typical net worth: $500,000 - $5,000,000
NAPFA Start Date
November 11, 2004
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