James Traylor, Clu, Chfc, Chsnc

James Traylor, Clu, Chfc, Chsnc Email and Phone Number

President, Rivent Partners @ Rivent Partners
rochester, new york, united states
James Traylor, Clu, Chfc, Chsnc's Location
Rochester, New York Metropolitan Area, United States
About James Traylor, Clu, Chfc, Chsnc

Please note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise. While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services or the performance of your accounts.-7083283RG_Oct26

James Traylor, Clu, Chfc, Chsnc's Current Company Details
Rivent Partners

Rivent Partners

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President, Rivent Partners
rochester, new york, united states
Website:
upstatespecialneeds.com
Employees:
5
James Traylor, Clu, Chfc, Chsnc Work Experience Details
  • Rivent Partners
    President
    Rivent Partners 2014 - Present
    Rochester, New York
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  • Hornor Townsend & Kent
    Registered Representative
    Hornor Townsend & Kent 2014 - Present
    LinkedIn is unaffiliated with Hornor, Townsend & Kent LLC. (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org/SIPC www.sipc.org 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com Rivent Partners, Inc. is unaffiliated with HTK.
    View
  • Forbes Business Council
    Forbes Business Council
    Forbes Business Council Dec 2020 - Aug 2022
    View
  • New York State Developmental Disabilities Planning Council
    Chair
    New York State Developmental Disabilities Planning Council Sep 2012 - Aug 2020
    Albany, New York Area
  • Massmutual
    Sales Manager & Director Of Specialcare Planning
    Massmutual Jun 2008 - Oct 2014
    Our team of associates is able to help you address issues surrounding the long term care of your family member with special needs.
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  • Northwestern Mutual Financial Services
    Financial Representative
    Northwestern Mutual Financial Services May 2007 - Jun 2008
    I help my clients secure their financial security through proper risk management and investment based strategies. Strengths include Asset & Income Protection, Life Insurance, Disability Insurance, Education Funding, Retirement Strategies and Estate Planning.
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James Traylor, Clu, Chfc, Chsnc Education Details

Frequently Asked Questions about James Traylor, Clu, Chfc, Chsnc

What company does James Traylor, Clu, Chfc, Chsnc work for?

James Traylor, Clu, Chfc, Chsnc works for Rivent Partners

What is James Traylor, Clu, Chfc, Chsnc's role at the current company?

James Traylor, Clu, Chfc, Chsnc's current role is President, Rivent Partners.

What schools did James Traylor, Clu, Chfc, Chsnc attend?

James Traylor, Clu, Chfc, Chsnc attended Suny Geneseo, University Of Canterbury.

What are some of James Traylor, Clu, Chfc, Chsnc's interests?

James Traylor, Clu, Chfc, Chsnc has interest in International Travel, Volunteer Work, Investing, Politics, Reading, Hiking, Swimming, Golf.

Who are James Traylor, Clu, Chfc, Chsnc's colleagues?

James Traylor, Clu, Chfc, Chsnc's colleagues are Erika Sollie, Cap, Om, Nicole Vangorder, David Levy.

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