OSWEGO – Local financial advisor, Robert Rolfe, of Harmony Financial Services, today announced he has renewed membership with the Financial Services Institute (FSI) in Washington, D.C.
FSI advocates for Main Street Americans’ access to objective, affordable financial advice, delivered by a growing network of over 37,000 independent financial advisor members.
“I am proud to renew my membership with FSI, an organization that works hard every day, to protect my clients’ access to quality financial advice,” Rolfe said. “FSI helps educate elected officials and regulators on what Americans need from financial advisors and how the industry works with clients to secure their financial futures. They also help ensure that I can continue to offer my clients the advice they need.”
Harmony Financial Services offers Retirement Accumulation and Income Planning, Strategic Wealth Management, College Funding Strategies, Business Succession Planning, Business Benefits and Retirement Plans, along with Life, Disability Income, and Long Term Care Insurance.
Rolfe has been an independent advisor for 23 years and is affiliated with SagePoint Financial, Inc. He is also active as the President of the Board of Directors of The United Way of Greater Oswego County, a member of the Oswego Rotary Club, a member of The Greater Oswego Fulton Chamber of Commerce, and a coach in the Oswego Little League.
“We are pleased to have Robert renew his membership,” said FSI President & CEO Dale E. Brown. “Our advocacy is only as effective as our engaged members. And conscientious advisors like Robert help bring real-life experience to our efforts. We plan to continue to work closely with Robert, as we advocate for independent financial advisors and the hard working clients they serve.”
Security and Investment advisory services offered through Sage Point Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are separate of SPF. Harmony Financial Services is located at 31 E 1st St Oswego, NY 13126. For more information, please visit www.harmonyfinancialservices.com , or call (315) 216-4052.
About the Financial Services Institute (FSI): The Financial Services Institute (FSI) is the only organization advocating solely on behalf of independent financial advisors and independent financial services firms. Since 2004, through advocacy, education, and public awareness, FSI has successfully promoted a more responsible regulatory environment for more than 100 independent financial services firm members and their 160,000+ affiliated financial advisors- which comprise over 60% of all producing registered representatives. We effect change through involvement in FINRA governance as well as constructive engagement in the regulatory and legislative processes, working to create a healthier regulatory environment for our members so they can provide affordable, objective advice to hard-working Main Street Americans. For more information, please visit www.financialservices.org .
Discover more from Oswego County Today
Subscribe to get the latest posts sent to your email.