Annie McQuilken is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Forever Financial Advisors, LLC in Fairport, NY and the surrounding communities.
Forever Financial Advisors, LLC is a fee-only financial planning and investment advisory firm located in Fairport, New York, near Rochester and in Boston, Massachusetts. 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®, CFT-I™ is the founder and president of Forever Financial Advisors, a Certified Financial Planner™, and a Certified Financial Therapist™. 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, and a Graduate Certificate in Financial Therapy from Kansas State University. Annie is a member of the National Association of Personal Financial Advisors (NAPFA), a member of the Financial Planning Association (FPA) and the Financial Therapy Association (FTA) and a Registered Investment 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 writer for financial publications, including the NAPFA Advisor, and regularly presents at regional and national conferences.
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Without the proper perspective you can be your own worst enemy when it comes to financial planning. Finance-related behavior is often...
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When you're in the middle of a disaster, it's hard to think about long-term issues. Focus gets narrowed to finding a way to get through each...
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With mortgage rates at historic lows, many home owners are refinancing mortgages. But for many, this seems to be an impossible task. There are...
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One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...
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