OSWEGO, NY – Harmony Financial Services, an office of MetLife, is pleased to announce that Robert A. Rolfe has been appointed as an MPCG Financial Planner.
To earn the title, MPCG Financial Planners must be appropriately licensed and fulfill specialized training requirements, in addition to meeting internal standards annually to maintain the title on an ongoing basis.
With the title, they are approved by MPCG to offer their clients financial planning advice, including such services as retirement planning, estate planning, small business planning, and risk management.
“A financial plan is a useful tool to help an individual reach his or her financial goals,” said Rolfe. “We help our clients assess their current financial condition, define their objectives, and then determine the best course of action to achieve those objectives. I look forward to working with my clients throughout the Central New York area to help them develop financial plans and execute against their personal financial objectives.”
Rolfe has worked in the financial services industry since 1994, and is a member of the Boards of Directors United Way of Greater Oswego County, YMCA of Oswego and the Rotary Club of Oswego. He is also a member of the Greater Oswego Fulton Chamber of Commerce.
For more information on MetLife products and services, contact Rolfe at Harmony Financial Services, 315-216-4052, [email protected], HarmonyFinancialServices.Metlife.com and 31 E. First St.