OSWEGO – Native monetary advisor, Robert Rolfe, of Concord Monetary Providers, introduced he has renewed membership with the Monetary Providers Institute (FSI) in Washington, D.C. FSI advocates for Principal Road Individuals’ entry to goal, reasonably priced monetary recommendation, delivered by a rising community of over 37,000 impartial monetary advisor members.
“I’m proud to resume my membership with FSI, a company that works laborious every single day, to guard my shoppers’ entry to high quality monetary recommendation,” mentioned Rolfe. “FSI helps educate elected officers and regulators on what Individuals want from monetary advisors and the way the business works with shoppers to safe their monetary futures. Additionally they assist be sure that I can proceed to supply my shoppers the recommendation they want.”
“We’re happy to have Robert renew his membership,” mentioned FSI President & CEO Dale E. Brown. “Our advocacy is barely as efficient as our engaged members. And conscientious advisors like Robert assist convey real-life expertise to our efforts. We plan to proceed to work carefully with Robert, as we advocate for impartial monetary advisors and the laborious working shoppers they serve.”
Concord Monetary Providers gives retirement accumulation and earnings planning, strategic wealth administration, faculty funding methods, enterprise succession planning, enterprise advantages and retirement plans, together with life, incapacity earnings, and long run care insurance coverage. Rolfe has been an impartial advisor for 23 years and is affiliated with SagePoint Monetary, Inc. He’s additionally lively because the President of the Board of Administrators of The United Means of Better Oswego County, a member of the Oswego Rotary Membership, a member of The Better Oswego Fulton Chamber of Commerce, and a coach within the Oswego Little League.
Safety and funding advisory companies provided by way of Sage Level Monetary, Inc. (SPF), member FINRA/SIPC. SPF is individually owned and different entities and/or advertising names, services or products referenced listed below are separate of SPF. Concord Monetary Providers is situated at 31 E. First St. Oswego. For extra data, go to www.harmonyfinancialservices.com , or name 315-216-4052.