Bryan J. Parmley,  CFP<sup>&reg;</sup> - Financial Advisor

Bryan J. Parmley, CFP®

AIF

ENV Financial Services

Cadaret, Grant & Company, 7789 Oswego Rd
Liverpool, NY 13090
FINANCIAL ADVISOR'S WEBSITE
(315) 218-1400

General

Bryan Parmley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at ENV Financial Services in Liverpool, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Mortgage Broker (NMLS# 65753)

Insurance Licenses

  • Life insurance: NY, FL, TN, TX, CT, NJ, PA
  • Health/disability insurance: NY, FL, TN, TX, CT, NJ, PA
  • Property/casualty: NY, FL, TN, TX, CT, NJ, PA
  • Fixed annuities: NY, FL, TN, TX, CT, NJ, PA
  • Variable annuities: NY, FL

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Career Change, Disaster Recovery, Estate Planning, Investment Management, Government & Military, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Identity Theft, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

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