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Our Managing Director, Fred Cyprys, CFP®, ChFC, CLU brings

  • Over 30 years experience in the financial services industry including 20 in management
  • Earned CERTIFIED FINANCIAL PLANNER™ designation in 1991
  • Earned Chartered Financial Consultant and Chartered Life Underwriter degree in 1984 from the American College
  • Holds FINRA Securities Registrations Series 6, 7, 24 and 65
  • Entered my organization's Hall of Fame in 1991 and earned its Superior Achievement Awarded in 2001
  • As Branch Manager in Rochester was awarded the coveted President's Trophy each year, which is awarded to AXA Advisors' highest performing offices
  • Executive Benefit Group Specialist
  • Member of the AXA Advisors' Estate and Wealth Planning Group
  • Past President of Midvale Country Club in Penfield, NY
  • Selected to the Board of Directors of the Sterling Group

A Promise To Our Clients: "We promise to carefully listen to your concerns, needs, and expectations. We will search the financial universe for the tools best suited to help you work toward your financial future, based on your stated situation and goals. Our promise is unconditional and backed by our commitment to do everything in our power to sustain your loyalty".

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.