Forever Financial Advisors, LLC

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--> Fee-only | Forever Financial Advisors, Llc top of page 585-598-1377 info@foreverfinancial.com Transform your relationship with money Explore Who we are Forever Financial Advisors is a fee-only financial planning and investment advisory firm with offices in Rochester, Boston, and Keuka Lake. 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. Learn More Home: Headliner Our Story Annie McQuilken, MS, CFP , CFT(TM) 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 University, and a graduate certificate in Financial Therapy from Kansas State University. Annie is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), the Financial Therapy Association (FTA) and a Registered Invesment Advisor. Annie has over 20 years experience in financial management

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