Timothy Syrell
South Glens Falls, New York, 12803
Member Since 2005
The New York Retirement Guys are a dedicated team of experienced professionals with a sincere focus on helping you and your family build a secure financial future. With more than 100 years of collective experience, we specialize in developing personalized wealth management strategies that will help you achieve your goals. With The New York Retirement Guys, you have peace of mind, knowing that your assets and financial future are in the hands of competent, ethical professionals.
My Location
Background Information
Years of Financial Experience
- 30
Education
- SUNY Potsdam (BS) (Ithaca College (MS))
Association Memberships
- AALTCI
- FPA
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee
- Investment Services: Asset-based fee, Hourly fee, Fixed fee, Fee-based
Primary Custodian(s)
- National Financial Services
- Folio FN
Types of Financial Reports
- Performance Report (Annually)
- Newsletter (Monthly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them annually and upon request
- I review my clients' investment portfolios with them annually and upon request
Registration & Licensing
- CRD/IARD Number: 722437
- Securities Registrations: Series 7, Series 24, Series 63, Series 65
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health,
Company Names
- Registered Investment Advisor: IBN Financial Services, Inc.
- Broker/Dealer: IBN Financial Services, Inc.
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Florida
- Massachusetts
- Michigan
- New York
- Vermont
Disclosure(s)
- View StatementThe New York Retirement Guys are not affiliated with IBN Financial Group, Inc.
- View Statement
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Hourly, Current Review, Long-Term Care Needs Planning
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Investment Products
- Mutual Funds, Securities, Derivatives, Commodities, Currencies, REITs, Equity, Mortgages, Limited Partnerships
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income, Health, Business
Tax Advice & Services
- Tax Clients: Individuals & Families
- Tax Services: Tax Planning, Tax Efficient Investing, Tax Preparation
Visit Website - http://www.spectrumfg.com
