Tammy Mogilski

Founding Partner, CLU®, ChFC®, CFP® at Legacy Financial Planning - Rochester, NY, US

Tammy Mogilski's Colleagues at Legacy Financial Planning
Brian ChFC

President - Legacy Financial Planning; Financial Planner RJFS

Contact Brian ChFC

Samuel Zito

Investment Consultant

Contact Samuel Zito

Tammy Mogilski

Founding Partner, CLU®, ChFC®, CFP®

Contact Tammy Mogilski

Tammy Mogilski's Contact Details
HQ
585 241-5250
Location
Rochester, New York, United States
Company
Legacy Financial Planning
Tammy Mogilski's Company Details
Legacy Financial Planning logo, Legacy Financial Planning contact details

Legacy Financial Planning

Rochester, NY, US • 5 - 9 Employees
Financial Services

Managing a lifetime of financial assets in retirement is complex and often confusing, even for the most adept savers and investors. No matter how effective your efforts have been in accumulating assets and budgeting monthly expenses – preparing to live on assets you have accumulated for a period of 20 years or more in retirement is daunting. We understand. We've been helping hardworking individuals prepare for life in retirement for more than two decades. And, while we bring the extensive experience, knowledge and credentials that are important to our clients, we provide something our clients tell us is of even greater value to them: a hand to hold on our journey to and through retirement.Our goal is to help ensure you don't run out of income before you run out of breath.Products:-Financial Planning-Retirement Income Planning-Insurance & Risk Management-Long-term Care Planning-Estate & Legacy Planning-Trust Services-Special Needs Planning-401(k)/403(b) Investment Management-Corporate Education ServicesRaymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm.Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Legacy Financial Planning and Independent Advisor Group are not registered broker/dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

Financial Planning Estate and Legacy Planning Retirement Income Planning Corporate Education Services 401(k) and 403(b) Investment Management Wealth Vision Financial Services Financial Advisory Services
Details about Legacy Financial Planning
Frequently Asked Questions about Tammy Mogilski
Tammy Mogilski currently works for Legacy Financial Planning.
Tammy Mogilski's role at Legacy Financial Planning is Founding Partner, CLU®, ChFC®, CFP®.
Tammy Mogilski's email address is ***@legacyfp.com. To view Tammy Mogilski's full email address, please signup to ConnectPlex.
Tammy Mogilski works in the Financial Services industry.
Tammy Mogilski's colleagues at Legacy Financial Planning are Martha Trumbull, Brian ChFC, Samuel Zito, Susan Regnosky, Tammy Mogilski and others.
Tammy Mogilski's phone number is 585 241-5250
See more information about Tammy Mogilski