Susan  Schell,  CFP<sup>&reg;</sup> - Financial Advisor

Susan Schell, CFP®

Generations Planning Group, LLC

2020 Western Avenue
Albany, NY 12203
(518) 387-3100

General

Susan Schell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Generations Planning Group, LLC in Albany, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: New York
  • Fixed annuities: New York
  • Variable annuities: New York

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Mutual Funds, Insurance, Life Planning, Long-term Care, Men's Finances, Women's Finances

More

Helpful Financial Planning Resources