Forever Financial Advisors, LLC
Forever Financial Advisors, LLC (CRD# 134486) is a financial advisory firm headquartered in , . They manage $21,510,468 in 20 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management22MILLION
Total Number of Accounts20ACCOUNTS
Average Account Value$1,075,523
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Annie McQuilken (CRD# 4920902) is an Investment Advisor Representative working at Forever Financial Advisors, LLC in Fairport, NY and has over 12 years of experience in the finance industry. Annie McQuilken has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.