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 Roger GreenwoodCFP, Life, Health and Financial Services Associate Schenectady, NY Office The Merriam Agency is pleased to announce the addition of new services to our clients. Roger Greenwood, Certified Financial Planner, has aligned himself with the agency to offer the following services: Retirement planning, Estate planning, Business planning, Wealth management, Health transfer, Financial planning ,Life planning, Charitable giving, Insurance counseling. Roger’s expertise allows him to provide advice in the areas of college planning, reverse mortgages, all areas of insurance products, beneficiary designations, home equity lines of credit, parental care, legal documents (will, trust, durable power of attorney, living will, health care proxy), Capital Region Community Foundation, long-term care, designing a business owners exit plan, and “legacy planning.” If Roger may be of service to you in any of these areas please call us at (518) 393-2109 x210 |
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