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Category: Financial Consulting / Investment Advisory

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This listing is alphabetical by person's last name within membership level.
 
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  Wells Fargo Advisors, is a trade name used by Wells Fargo Clearing Services , LLC, Member FINRA/SIPC

Joanna Ferguson CRPC®

Financial Advisor
Wells Fargo Advisors, is a trade name used by Wells Fargo Clearing Services , LLC, Member FINRA/SIPC

(Professional Position)

5789 Widewaters Pkwy
Dewitt, NY  13214

315-445-7256 (voice)
315-506-5796 (voice)
315-449-4337 (fax)

www.joannahferguson.com
www.joannahferguson.wfadv.com

Joanna Ferguson CRPC®
  Business Category:
Financial Consulting / Investment Advisory
Financial Services
Financial Literacy
In Business Since: 2010

Number of Employees/Subcontractors: 1

Desired Markets: Local, Regional, State, National
  Description: Whether you're planning for retirement or already there as a Chartered Retirement Planning Counselor (CRPC) professional I can help you uncover the challenges you may face and develop a strategy for confronting them. Financial Advisors with the CRPC certification have in-depth knowledge of the investment planning process and are specially trained on the pre-and post-retirement needs of investors like you.
  Profile: As a Financial Advisor, I provide financial advice and value-added service to investors always striving to build long-term relationships based on mutual trust and respect. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. I earned the Chartered Retirement Planning CounselorSM (CRPC®) certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning. My professional affiliations included the Financial Planning Association and the College of Financial Planning.
  Featured Products or Services: Brokerage Services, Asset Management, Advisory Services, Insurance: Permanent, Term, Long Term Care Insurance, Lending Solutions via Wells Fargo Affiliates
 
 
 
  Primerica Financial Services

Michelle Shauger

Regional Vice President
Primerica Financial Services

(Professional Position)

223 North Washington Street
Rome, NY  13440

315-225-4481 (voice)
888-709-1903 (fax)

www.primerica.com/michelleshauger
www.womeninprimerica.com

Michelle Shauger
  Business Categories:
Financial Consulting / Investment Advisory
Insurance
Securities, Mutual Funds, or Annuities
Financial Services
In Business Since: 2002

Locations: We service clients and open offices throughout the United States and Canada.

Desired Markets: Local, Regional, State, National, International

  Description: Please visit my company website for more information. www.primerica.com/michelleshauger
  Women TIES Business Referrals: Tracy Chamberlain Higginbotham, Women TIES
 
 
 
  Fingerlakes Wealth Management

Melissa Vanderhoof

Investment Advisor Representative
Fingerlakes Wealth Management

(51% Woman-Owned Business)

450 N. Aurora Street
Ithaca, NY  14850

607-257-1008 (voice)

www.fingerlakeswm.com

Melissa Vanderhoof
  Business Categories:
Financial Consulting / Investment Advisory
Financial Services
Banks & Finance
Securities, Mutual Funds, or Annuities
In Business Since: 2009

Number of Employees/Subcontractors: 4

Desired Markets: Local, Regional, State, National

  Description:
 
 
 
     
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