<b>Fred</b> <b>Cyprys, CFP®, ChFC, CLU</b>

Fred Cyprys, CFP®, ChFC, CLU

Managing Director and Financial Coach

Phone: 585-475-8401
Fax: 585-292-1569
Mobile Phone: 585-750-FRED
E-mail:
 
  • Over 30 years experience in the financial services industry including 20 in management
  • Earned CERTIFIED FINANCIAL PLANNER™ professional 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
  • Rochester AXA Advisors' Branch Advanced Underwriter
  • 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".

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Cypress Financial Consultants, LLC is not owned or operated by AXA Advisors, LLC or its affiliates.