There are many great financial planners in the industry. Yet, for every knowledgeable planner, there are countless people without any plan at all. From simply nudging you to get your will in place, to comprehensive estate planning, we can help you achieve your goals through life’s many financial phases. Archer Insurance Agency is proud to have an award winning financial planner, in-house for you.
As a client of Archer Insurance, we encourage you to first take advantage of a complimentary portfolio review. By appointment, you and our financial advisor, Dennis Dickinson, can discuss today’s economic climate and how you’re set up to navigate it. Dennis has twice won NY Life’s most prestigious individual awards and is an incredible compliment to our team. Together, we take pride in protecting what is most important to you.
FINANCIAL SERVICES INCLUDE:
Roth and Traditional IRA's
Long Term Care
Comprehensive Estate Planning
Because some of the instruments recommended by a financial advisor require the work of an attorney, we've also enlisted the services of Jennifer Bevilacqua, a local estate planning attorney with years of experience. We are truly your all in one agency. Contact us today to set up your free consultation.
LEGAL SERVICES INCLUDE:
“After sitting with Dennis, I could not be more pleased with the Archer agency. He keeps you current, calls you right back, sometimes in minutes. His service is phenomenal and in my case, so too are the results.”
Power of Attorney
Health Care Proxies
Planning for Minors and Young Families
Elder Law and Medicaid Planning
Guardianship and Conservatorship
Randy Femino - Retired