Find An Agent: New York

Meet Robert Cannon

Statewide
Robert Cannon, AIFA® has more than three decades of experience working with affluent investors, businesses, and hedge funds across the United States. He places a key focus on creating lifetime income plans for retirement, and in doing so, Robert guides his clients through a very distinctive wealth management and investment process that is specifically designed for financially successful individuals, couples, and families.

Meet Jeremy Morales

Queens

Meet Jim Pray

Pawling

Meet Timothy Syrell

South Glens Falls
Tim Syrell is a veteran Financial Consultant with over four decades of experience, specializing in retirement income security, wealth protection, and life insurance solutions. Based in S. Glens Falls, NY, Tim combines expertise with a personal touch, guiding clients toward financial stability while staying active in community service and creative pursuits like carpentry and music.

Meet Oscar Capel

Mamaroneck
Oscar Capel is a dedicated retirement consultant with a diverse background, including two years as a financial advisor and over a decade running his LegalShield business. Born in Argentina and raised in the Bronx, he blends financial expertise with a passion for helping clients achieve secure futures, while also contributing to disaster recovery efforts through the Fuller Center for Housing.

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