Broker Check

315-896-4044

Stephen J. Golembiowski, CFP®, CLU®, ChFC®

Services

We provide assistance in the following areas:


  • Rollovers from 401(k), 403(b), 457 and other retirement plans 
  • SEP/SIMPLE IRAs, Traditional, Roth and Education IRAs 
  • Mutual Funds & Annuities 
  • Financial Planning 
  • Estate Planning 
  • College & Retirement Planning 
  • 403(b) Services and Analysis 
  • 529 Plans 
  • 401(k) & Profit Sharing Plans 
  • Long Term Nursing Care Insurance 
  • Life Insurance 
  • Disability Insurance