About My Practice
Forever Financial Advisors, LLC is a fee-only financial planning and investment advisory firm located in Fairport, New York, near 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.
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 the McCallum Graduate School of Business at Bentley College. Annie is a member of the National Association of Personal Financial Advisors (NAPFA), a member of the Financial Planning Association (FPA), and a Registered Invesment Advisor with the States of Massachusetts and New York. Annie has over 20 years experience in financial management, counseling, and education. Annie is a regular write for financial publications, including the NAPFA Advisor. In addition, Annie regularly presents at regional and national conferences.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: Financial planning services have no minimum on income or assets; investment management services are most appropriate for those with assets above $400,000.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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