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
- 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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identifying a potential advisor for their review and consideration. The appearance of an
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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.