Shawn Paylor [ChFEBC℠, ChFC]
755 Jefferson Rd
Rochester, NY 14623
Original Certificate Date: 3/20/2024
ChFEBC℠ Number: 33SPA0243
Organization: Equitable Advisors
Phone: 585-475-8479
Fax: 585-292-1569
States Currently Licensed: MD, SC, KY, MI, VA, NJ, OH, TX, PA, UT, FL, NY, CA, IA
State Insurance License #: 1651893
Primary Insurance: Equitable
Primary Investment: Equitable & LPL Financial
Services: Retirement planning, estate planning, investment management, risk management, financial planning, investment analysis, pension maximization, long term care, disability
Additional Information: I served in the United States Marine Corp and focus my practice around giving back to federal employees by helping them achieve their financial goals. I work from a planning first approach, where I get to understand all my clients goals and design a plan around them