Bryan J. Parmley,  CFP<sup>&reg;</sup> - Financial Advisor

Bryan J. Parmley, CFP®

AIF

Financial Visions Group

Cadaret Grant & Company, 7240B Lakeshore Rd
Cicero, NY 13039-8701
FINANCIAL ADVISOR'S WEBSITE
(315) 218-1400

General

Bryan Parmley is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Financial Visions Group in Cicero, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - Mortgage Broker (NMLS# 65753)

Insurance Licenses

  • Life insurance: NY, FL, TN, TX, CT, NJ, PA
  • Health/disability insurance: NY, FL, TN, TX, CT, NJ, PA
  • Property/casualty: NY, FL, TN, TX, CT, NJ, PA
  • Fixed annuities: NY, FL, TN, TX, CT, NJ, PA
  • Variable annuities: NY, FL

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Buying a Home, Career Change, Cross-border Planning, Asset Allocation, Investment Management, Estate Planning, Disaster Recovery, Limited Partnerships, Getting Divorced, Employee Benefits, Government & Military, Mutual Funds, Getting Married, Identity Theft, Real Estate, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

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