Annie McQuilken (CFP®, MS)

Annie McQuilken focuses in the
following client markets or areas of practice:
- AUM
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Socially Responsible Investments
- AUM
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Socially Responsible Investments
Planning Specialties
Forever Financial Advisors, LLC is a fee-only financial planning and investment advisory firm located in Fairport, NY. 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