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

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


This Office

140 W Church St Fairport, NY 14450-2114 Phone: (585) 598-1377

Other Offices

954 East Lake Road Dundee, NY 14837 Phone: (585) 598-1377
100 Front Street Suite 401 Worcester, MA 01608 Phone: (585) 598-1377