David W. Frederick,  CFP<sup>&reg;</sup> - Financial Advisor

David W. Frederick, CFP®

CLU, ChFC,

President

PRIME Retirement Asset Mgt., Inc.

3344 Rt 9 N
Poughkeepsie, NY 12601
FINANCIAL ADVISOR'S WEBSITE
(845) 454-9000

General

David Frederick is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at PRIME Retirement Asset Mgt., Inc. in Poughkeepsie, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Insurance Licenses

  • Life insurance: NY,CT,PA,MA,FL
  • Health/disability insurance: NY,CT,PA,MA,FL
  • Fixed annuities
  • Variable annuities

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Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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