Annie C. McQuilken,  CFP<sup>&reg;</sup> - Financial Advisor

Annie C. McQuilken, CFP®



Forever Financial Advisors, LLC

140 W Church St
Fairport, NY 14450

Forever Financial Advisors, LLC

100 Front Street, Suite 401
Worcester, MA 01608
(585) 598-1377 CONNECT WITH Annie
  • facebook link


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.

Financial Advisor Overview

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.


Financial Advisor Experience

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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • Other - Certified Financial Therapist (CFT-I)

Broker-Dealer Affiliation


Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Retirement, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances


Helpful Financial Planning Resources