Annie McQuilken is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Forever Financial Advisors, LLC in Fairport, NY and the surrounding communities.
Forever Financial Advisors, LLC is a fee-only financial planning and investment advisory firm located in Fairport, New York, near Rochester and in Boston, Massachusetts. We provide comprehensive financial planning and investment management to individuals and small business owners. Forever Financial is a fee-only firm, and does not accept any commissions or revenue from any source other than the clients which we serve. It is our strong belief that this provides a level of objectivity and integrity that is an essential part of our relationship with our clients.
Annie McQuilken, MS, CFP®, CFT-I™ is the founder and president of Forever Financial Advisors, a Certified Financial Planner™, and a Certified Financial Therapist™. Annie earned her bachelor's degree with distinction from Swarthmore College, earning membership in both Phi Beta Kappa and Sigma Xi. She received her Master's of Science degree in Financial Planning from the McCallum Graduate School of Business at Bentley College, and a Graduate Certificate in Financial Therapy from Kansas State University. Annie is a member of the National Association of Personal Financial Advisors (NAPFA), a member of the Financial Planning Association (FPA) and the Financial Therapy Association (FTA) and a Registered Investment Advisor with the States of Massachusetts and New York. Annie has over 20 years experience in financial management, counseling, and education. Annie is a regular writer for financial publications, including the NAPFA Advisor, and regularly presents at regional and national conferences.
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A recent study done by Financial Finesse reveals that women lag men in many vital areas of financial planning, most notably falling behind when...
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In the melting pot that is today’s America, would you believe that “traditional” husband-and-wife family households are now in the minority,...
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In the top few responses most people give when you ask what they know about investing, “it’s important to be diversified” is right up there...
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