Annie  McQuilken

Annie McQuilken

| CFP®

Forever Financial Advisors

(585) 598-1377

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Fee-Only Financial Advisor serving Rochester, NY and the upstate area

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

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140 West Church Street
Fairport, NY 14450

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Annie McQuilken is a Fee-Only Financial Planner in Fairport, NY serving Rochester and the surrounding areas of upstate New York. Forever Financial Advisors, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Annie McQuilken is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Annie McQuilken, MS, CFP is the founder and president of Forever Financial Advisors, and a Certified Financial Planner.   Annie earned her bachelor's degree with distinction from Swarthmore College, earning membership in both Phi Beta Kappa and Sigma Xi.   She received her Master's of Science degree in Financial Planning from Bentley University.   Annie is a member of the National Association of Personal Financial Advisors (NAPFA), a member of the Financial Planning Association (FPA), and a Registered Investment Advisor.   Annie has over 20 years experience in financial management and counseling.

Annie is a frequent contributor to national publications, and regularly presents at regional and national conferences.   Annie's specialty is in the area of intergenerational weath.   
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Financial Planning and Investment Management

Forever Financial Advisors is a fee-only financial planning and investment advisory firm located in Fairport, New York, just outside of Rochester. We provide comprehensive financial planning and investment management to individuals and small business owners. Forever Financial is a fee-only firm, and does not accept any commissions or revenue from any source other than the clients which we serve. It is our strong belief that this provides a level of objectivity and integrity that is an essential part of our relationship with our clients.

We will meet with you to discuss your financial goals and concerns, and work with you to develop a comprehensive financial plan to address these needs. If your needs include management of investment assets, we will provide this management and oversight to ensure your investments remain aligned with your goals and responsive to changing circumstances.

Forever Financial Advisors is a Registered Investment Advisor with the States of Massachusetts and New York, and a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
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