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

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

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This Office

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

Other Offices

16 Greenwich Park Unit 2 Boston, MA 02118-3004 Phone: (585) 598-1377