John P. Harms, Cfp®, Ricp®

John P. Harms, Cfp®, Ricp® Email and Phone Number

Financial Advisor at SixPoint Financial Partners @ SixPoint Financial Partners
pittsford, new york, united states
John P. Harms, Cfp®, Ricp®'s Location
Pittsford, New York, United States, United States
John P. Harms, Cfp®, Ricp®'s Contact Details

John P. Harms, Cfp®, Ricp® work email

John P. Harms, Cfp®, Ricp® personal email

n/a

John P. Harms, Cfp®, Ricp® phone numbers

About John P. Harms, Cfp®, Ricp®

My focus is working with clients to develop and implement personalized strategies for retirement planning, investment management, retirement income and distribution planning, education funding and life insurance protection. Through a partnership with RFG Advisory, I am able to seek out and offer only the best products or services available, without conflict or compromise. SixPoint Financial Partners is an independent financial planning firm that provides customized investment and insurance solutions to help their clients reach their goals. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, SixPoint Financial Partners and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No Advisory services may be rendered by RFG Advisory unless a Client agreement is in place.

John P. Harms, Cfp®, Ricp®'s Current Company Details
SixPoint Financial Partners

Sixpoint Financial Partners

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Financial Advisor at SixPoint Financial Partners
pittsford, new york, united states
Website:
sixpointfp.com
Employees:
5
John P. Harms, Cfp®, Ricp® Work Experience Details
  • Sixpoint Financial Partners
    Certified Financial Planner™ At Sixpoint Financial Partners
    Sixpoint Financial Partners Dec 2021 - Present
    Pittsford, Ny
    View
  • Sixpoint Financial Partners
    Partner
    Sixpoint Financial Partners Aug 2018 - May 2024
    Pittsford, Ny
    View
  • American Portfolios
    Investment Advisor Representative
    American Portfolios Aug 2018 - Aug 2022
    Pittsford, Ny
    View
  • Axa Advisors, Llc
    Broker
    Axa Advisors, Llc Jun 2017 - Aug 2018
    View
  • Axa Advisors, Llc
    Financial Professional
    Axa Advisors, Llc Jan 2008 - Aug 2018
    View
  • Wachovia Securities Financial Network
    Registered Account Administrator
    Wachovia Securities Financial Network Sep 2004 - Aug 2007

John P. Harms, Cfp®, Ricp® Skills

Investment Advisory Services Retirement Planning Ira Distribution Planning Pension Distribution Planning Insurance Planning Education Planning Strategies Financial Planning Iar

John P. Harms, Cfp®, Ricp® Education Details

Frequently Asked Questions about John P. Harms, Cfp®, Ricp®

What company does John P. Harms, Cfp®, Ricp® work for?

John P. Harms, Cfp®, Ricp® works for Sixpoint Financial Partners

What is John P. Harms, Cfp®, Ricp®'s role at the current company?

John P. Harms, Cfp®, Ricp®'s current role is Financial Advisor at SixPoint Financial Partners.

What is John P. Harms, Cfp®, Ricp®'s email address?

John P. Harms, Cfp®, Ricp®'s email address is jh****@****ios.com

What is John P. Harms, Cfp®, Ricp®'s direct phone number?

John P. Harms, Cfp®, Ricp®'s direct phone number is +158547*****

What schools did John P. Harms, Cfp®, Ricp® attend?

John P. Harms, Cfp®, Ricp® attended Purdue University.

What skills is John P. Harms, Cfp®, Ricp® known for?

John P. Harms, Cfp®, Ricp® has skills like Investment Advisory Services, Retirement Planning, Ira Distribution Planning, Pension Distribution Planning, Insurance Planning, Education Planning Strategies, Financial Planning Iar.

Who are John P. Harms, Cfp®, Ricp®'s colleagues?

John P. Harms, Cfp®, Ricp®'s colleagues are Caitlin Charrier, Steve Vandewalle, Joseph Prestigiacomo, Cfp®, Marshal Scheidt, Eric Phoulavong.

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