Sonnet  Loftus,  CFP<sup>&reg;</sup> - Financial Advisor

Sonnet Loftus, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

Michael Roberts Associates

6320 Fly Road, Suite 213, East Syracuse
East Syracuse, NY 13057
FINANCIAL ADVISOR'S WEBSITE
(315) 428-1990 CONNECT WITH Sonnet
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General

Sonnet Loftus is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Michael Roberts Associates in East Syracuse, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Disclaimer

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor. Fixed insurance products and services offered through CES Insurance Agency.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Getting Married, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth

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