Success and financial freedom have different meanings to everyone. The team at Endless Mountains Financial Services takes the time to understand how you and your family or your business envision the future. No matter what stage of life you are in, having a comprehensive financial strategy is critical to achieving your long and short term goals. Having the guidance of a professional financial services firm who is there to guide you along the way will help ensure that a well thought out plan doesn’t get abandoned. Our priority is to put our clients at ease, making them feel confident that we can help make their financial lives easier. At Endless Mountains Financial Services we consider our clients’ goals and dreams to be our highest priority. We believe in the value of long term relationships, integrity and uncompromising quality and service.
The areas where Endless Mountains Financial Services might be able to assist you include but are not limited to:
Disability Income Insurance
Long-Term Care Insurance
Annuities
Retirement Planning
College Funding Strategies
Trust and Estate Planning
Investment and Advisory Products
Charitable Giving Strategies
For Business Owners
Defined Benefit Plans
Deferred Compensation Plans
Executive Bonus Plans
Key Person Protection Beneftis
Executive Benefits
Buy-Sell and Business Succession Plans
Business Overhead Expense Protection
Kevin J. Canfield, LUTCF, Financial Planner and Investment Advisor Representative has been in the financial services industry for almost thirty years. Kevin focuses on educating himself and staying up to date with industry news as well as new products and solutions in the marketplace. This includes changes in industry specific laws and regulations as well as closely partnering with local attorneys and accountants for recent tax law changes. He takes pride in acting as a stepping stone for his clients, taking them from where they are o where they want to be.
Kevin has received his Life Underwriting Training Council Fellow designation from the American College.
Carmen Ferranti, CERTIFIED FINANCIAL PLANNER professional and Investment Advisor Representative started his career in the financial services industry in 2004. Building confidence and inspiring his clients to act on their own best intentions is Carmen’s motivation as well as his personal mission and promise. This has allowed Carmen to guide his clients through the tumultuous economic environment in both 2001 and 2008. Working with a financial planner like Carmen can help you protect your most valuable asset: your financial independence. A financial planner can help you develop a plan that’s right for your life, and help you build financial freedom.
Carmen is licensed to sell insurance and registered to offer products and services in PA, NY, NJ, SC. Kevin Canfield is licensed to sell insurance in FL, NJ, NY, PA, VA. Kevin Canfield is registered to offer products and services in FL, NJ, NY, PA, MI, GA, TN, WV, VA . I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). 4905 W Tilghman St. Allentown, PA 18101. Endless Mountains Financial Services is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.