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Andrew Cayer (CFP®)

Andrew Cayer focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • College/Education Planning
  • Generation X
  • Real Estate Investments
  • Tax Planning

Planning Specialties

Additional Information

Our team is comprised of engaged and enthusiastic individuals who not only have the expertise of real-world financial solutions, but also have the experience to back it up. To ensure you receive the best advice possible, you will work with a team of Certified Financial Planners™ and Certified Public Accountants. In addition, our sister company is Sansiveri, Kimball & Co., LLP – a business consultancy and public accounting firm. Combined are our in-house professionals with our extensive network of attorneys, insurers, and specialists, we are prepared to proactively address your issues with an integrated, multi-pronged approach.

NAPFA Start Date

June 04, 2018

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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