Paul M. Schifter,  CFP<sup>&reg;</sup> - Financial Advisor

Paul M. Schifter, CFP®

Financial Advisor 659.89 Miles

RLA Financial

445 Broadhollow Rd, Ste 25
Melville, NY 11747-3618
FINANCIAL ADVISOR'S WEBSITE
(631) 674-6501

General

Paul Schifter is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at RLA Financial in Melville, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

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

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources