Financial Planning

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:

Life Insurance
Roth and Traditional IRA's
401k Rollovers

Retirement Planning
Long Term Care

Disability Insurance

Annuities

Wealth Management

College Planning

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:

Estate Planning
Wills
Trusts
Power of Attorney
Health Care Proxies

Incapacity Planning

Planning for Minors and Young Families

Elder Law and Medicaid Planning

Guardianship and Conservatorship


“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.”  Randy Femino  - Retired