Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep® Email and Phone Number
Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep® work email
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Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep® personal email
Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep® phone numbers
Since starting my practice in 1987, my focus has been on providing comprehensive financial planning and wealth management to individuals, families and small businesses. I concentrate in the areas of investment management, education funding options, Social Security claiming scenarios, income cash flow strategies, longevity planning, as well as identifying and developing insurance solutions (ex. Life, Long Term Care) to manage risk. I formed Thorley Wealth Management, Inc. to provide a truly independent and comprehensive approach to financial planning. Our vision is to develop strategies that put individuals and families on a path to achieve their most important financial goals.Professional Associations:Financial Planning AssociationEstate Planning Council of RochesterCommunity Service:The Community Foundation, Board Chair, Finance & Professional Advisor CommitteesRonald McDonald House Charities of Rochester, NY, Investment Committee member Specialties: Comprehensive Financial Planning Wealth Management Investment Planning - Asset Allocation Risk Management - Long Term Care, Life and Disability Insurance
Thorley Wealth Management, Inc.
View- Website:
- thorleywm.com
- Employees:
- 4
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Founder And CeoThorley Wealth Management, Inc.Rochester, Ny, Us
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Board MemberRonald Mcdonald House Rochester Ny Sep 2018 - PresentRochester Ny -
Founder & CeoThorley Wealth Management, Inc. Dec 2012 - PresentPittsford NyIndependent financial advisor offering Comprehensive Financial Planning & Wealth Management. Due to SEC regulations, I am unable to receive recommendations. Securities and advisory services offered through Commonwealth Financial Network member www.finra.org/www.sipc.org, a Registered Investment Adviser. Fixed insurance products and services offered by CES Insurance Agency. This communication is strictly intended for individuals residing in the states of: AL, CA, CO, CT, DC, FL, GA, IN, LA, MA, MD, ME, MI, MN, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, and VT. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Please see our Terms of Use here: www.commonwealth.com/termsofuse.html.
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Registered RepresentativeCommonwealth Financial Network 1997 - PresentWaltham MassachusettsElizabeth Thorley is proud to have been recognized as a Leaders Level advisor for 2015—a distinction attained by just 6 percent of advisors affiliated with Commonwealth Financial Network at that time. -
Former Board MemberRochester Area Community Foundation 2009 - PresentFinance & Professional Advisor Committees -
Financial Advisor - OwnerCrossbridge Financial Group, Llc May 1997 - Dec 2012Rochester NyFinancial Planning and Wealth Management. -
Past Advisory Board MemberYmca Of Greater Rochester 2005 - 2011Chaired Annual Southeast YMCA Invest in Youth Campaign
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Senior Financial AdvisorAmerican Express Financial Advisors Feb 1987 - May 1997Created a solid financial road map for clients to pursue their financial goals. -
Research AssistantBoard Of Governors, Federal Reserve System May 1985 - Jan 1987Analyzed international banking data and research support for Senior Economists in the International Banking Division in Washington DC.
Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep® Skills
Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep® Education Details
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Financial Planning -
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Economics & Public Policy
Frequently Asked Questions about Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep®
What company does Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep® work for?
Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep® works for Thorley Wealth Management, Inc.
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Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep®'s current role is Founder and CEO.
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Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep® attended College For Financial Planning, The American College Of Financial Services, University Of Denver.
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Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep®'s colleagues are Elizabeth Marks, Chfc®, Clu®, Cooper Spears, Nicole Martin.
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