When your 401(k) is working efficiently, saving for retirement should be simple, easy, and worthwhile. Kurt Finkbeiner can make that happen – with personal attention, knowledgeable guidance, and ongoing service and support you can depend on.

When your employees retire or change jobs, Kurt can also help them rollover their 401(k) funds into tax-advantaged Individual Retirement Accounts, so they can continue to protect and grow their assets and realize predictable, sustainable lifetime income.

Learn more

How to maximize the features and benefits of your 401(k) plan

Rollover solutions for individual employees

Kurt Finkbeiner

Need more information? Call or e-mail Kurt, he’ll be happy to answer all your questions.





PRESIDENT
Kurt Finkbeiner, CFP
6075 East Molloy Road
Syracuse, NY 13211
PHONE:
FAX:
E-MAIL:
WEBSITE:
315.432.9890 x210
315.432.9897
kurt@kurtfinkbeiner.com
www.kurtfinkbeiner.com




Securities offered through Hazard & Siegel, Inc. (member FINRA/SIPC) 5790 Widewaters Parkway DeWitt, NY 13214. Kurt Finkbeiner, CFP® is a registered representative of, and offers securities through, Hazard & Siegel, Inc. (member FINRA/SIPC).
Kurt Finkbeiner Retirement Strategies, LLC is independent of Hazard & Siegel, Inc.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
 
                                                                        
                                                                            
Disclosure Statement