Eric McConnell of Centra Financial Group
Eric McConnell of Centra Financial Group
500 Linden Oaks
Suite 300
Rochester, NY 14625
500 Linden Oaks
Suite 300
Rochester, NY 14625
Categories: Business Solutions, Estate Planning, Financial Advisors, Insurance, Insurance Estate Planning, Retirement Planning Services
Business Succession and Estate Strategies
Understand, plan for and control whether your life's work - your business, will be continued or liquidated should you not be there to make decisions.
Keywords: Business Succession planning, Estate Planning,Buy sell agreements, life insurance, retirement
Understand, plan for and control whether your life's work - your business, will be continued or liquidated should you not be there to make decisions.
Keywords: Business Succession planning, Estate Planning,Buy sell agreements, life insurance, retirement
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Interview Q&A
How long have you been in business?
I've been a finance professional since 1984.
What is your primary product or service?
Financial Planning for business owners.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Financial planning is the culmination of nearly 30 years of working with balance sheets that rightfully belong to hard working families and not banks or government agendas...Planning Allows me to help anyone ensure they accomplish their personal goals.
How do you differentiate yourself from other businesses in your category and area?
I understand that until you take a comprehensive look at where someone has been and where they want to go... you can't begin to help them plan for the future. I differentiate myself be asking more questions and listening more carefully to the answers before I begin to develop solutions to the issues that are preventing my clients from achieving their goals.
How many locations do you have and do you have plans to expand?
I have one office, but work where it is best for my clients.
Provide detailed directions to your location
500 Linden Oaks is off Rt 441 between Rt 490 and Panorama Plaza. Our office is the last building on the right. Take the elevator to the third floor and we are just outside the elevator, suite 300
Which areas do you service?
Business Succession, Retirement Accumulation Planning, Retirement Income Distribution Planning, College Savings, Long Term care Planning, Estate Planning and exactly how to put it all together so each segment of your financial world works in harmony with the entire strategy.
What are your hours of operation?
Flexible, call me and we will decide.
What is the best compliment anyone can give you?
That they now understand what they never knew, and they no longer worry about their financial future.
What is your favorite quote or Bible verse?
George S. Patton "A good plan today is better than a perfect plan tomorrow."
I've been a finance professional since 1984.
What is your primary product or service?
Financial Planning for business owners.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Financial planning is the culmination of nearly 30 years of working with balance sheets that rightfully belong to hard working families and not banks or government agendas...Planning Allows me to help anyone ensure they accomplish their personal goals.
How do you differentiate yourself from other businesses in your category and area?
I understand that until you take a comprehensive look at where someone has been and where they want to go... you can't begin to help them plan for the future. I differentiate myself be asking more questions and listening more carefully to the answers before I begin to develop solutions to the issues that are preventing my clients from achieving their goals.
How many locations do you have and do you have plans to expand?
I have one office, but work where it is best for my clients.
Provide detailed directions to your location
500 Linden Oaks is off Rt 441 between Rt 490 and Panorama Plaza. Our office is the last building on the right. Take the elevator to the third floor and we are just outside the elevator, suite 300
Which areas do you service?
Business Succession, Retirement Accumulation Planning, Retirement Income Distribution Planning, College Savings, Long Term care Planning, Estate Planning and exactly how to put it all together so each segment of your financial world works in harmony with the entire strategy.
What are your hours of operation?
Flexible, call me and we will decide.
What is the best compliment anyone can give you?
That they now understand what they never knew, and they no longer worry about their financial future.
What is your favorite quote or Bible verse?
George S. Patton "A good plan today is better than a perfect plan tomorrow."
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