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Stephen Snitchler, CLTC
Investment Adviser Representative
OFFICE: 607.760.6038

MOBILE: 607.760.6038

TOLL-FREE: 800.860.9485


SERVICE AREA:
New York
OFFICE LOCATION
316 Park Ave
Binghamton, NY 13903


HOURS
By appointment
CONNECT WITH ME:
Welcome

Greetings.  It is my mission is to deliver reasonable, practical business, investment and insurance ideas using the 3T’s ~ Time, Transparency and Trust.
• I realize your Time is valuable and I will strive to provide solutions that are clear and in-line with your plan.
• With regard to Transparency, you will know exactly what you are paying for when I build a plan with you. No hidden fees or undisclosed charges stuck on the back page or in the fine print.
• These two items are layered on a foundation of Trust ~ between you (the client) and me (the planner).

I look forward to meeting you soon!

Areas of Focus

Working to help you build plans to protect your health and wealth.

Interests & Community Participation
  • Member of the Greater Binghamton Chamber of Commerce
  • Volunteer with the CNY Alzheimer's Association
  • Volunteer Facilitator with Divorce Care, A local divorce recovery group
  • Volunteer with the Dick's Sporting Goods Open, Sr PGA Tournament
Experience
  • 30 years of leadership and management experiences in public and private companies
  • 13 years of planning experiences in the Insurance and Investment businesses
  • 10 years experience, Sole Proprietor, Medicare Planning and Health Insurance planning for individuals, groups and small businesses
Education

AAS Mechanical Technology

BS Mechanical Engineering

MBA / Organizational Behavior (Not completed)

 

Royal Fund Management Office
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