Broker Check

Team

 

Richard Frontera has been in the Financial Services industry since 1976.

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Jim G. Brock, Jr, LUTCF

President, Jim Brock Agency of Utica Inc.

315-732-6191

315-798-4478

The Jim Brock Agency of Utica Inc., has provided service to its customers since 1939.

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Michael specializes in working with retirees and business owners in the area of risk management, income strategies and investment planning.

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Frank W. Hamill, CLU

Financial Consultant*

607-797-0513

607-797-3535

Frank began his career with National Life and it’s affiliated companies in 1977, with offices in the Binghamton area.

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Don Reutemann brings over 25 years of small business ownership and management to his financial planning practice. He knows, first hand, the concerns of small business owners as well as retirement planning concerns of individuals.

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James E. Schwartz

Financial Consultant*

518-688-2223

518-688-2698

Jim Schwartz brings analytical and financial skills developed over a successful 22-year career in engineering management to his position as a Financial Professional with NPA Financial of Clifton Park, NY.

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Michael C. Seeley

Financial Consultant*

518-688-2223

518-688-2698

Michael is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.

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Dawn Shannon, CFP

Financial Consultant*

518-688-2223

518-688-2698

Dawn Shannon has been working with business owners, professionals and high net worth individuals since she joined her family’s business in 1995. Dawn specializes in tax –efficient investment strategies and risk management,...

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Michael Pelella

Financial Consultant*

518-688-2223

518-688-2698

Mike brings 12 years of business management experience to the table for his position as a FinancialAdvisor with NPA Financial. Mike works with individuals, families and business owners on retirementplanning, estate planning strategies,...

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