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Fred Cyprys, CLU, ChFC, CFP®

Cypress Financial Consultants, LLC

175 Corporate Woods
Ste 250
Rochester, NY 14623-1457
Phone: (585) 475-8401
Fax: (585) 292-1569

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Job Loss
  • Startup
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Special Needs
  • Personal Taxes

 

How Planner Charges

Considerations: We are here to help individuals and businesses secure their wealth.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.