Kent Schmidt – Haylor Freyer & Coon Financial Services

Specialties

Advisory Accounts

Estate Planning

Compensation Plans

Asset Allocation

529 Education Plans

Brokerage Accounts

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Variable Annuities

Life Insurance

Long Term Care Insurance

401 (k) Plans

401(k) Plan Fiduciary Services

History

Established in 1984.

The Haylor Freyer & Coon Financial Services was founded in 1984, we have We have blossomed into a business that provides fee-​based financial planning to people from Syracuse, NY and the surrounding areas. Our firm incorporates estate planning, investment planning, wealth management, 401k and IRA rollover advisory & insurance planning into a comprehensive approach.

Meet the Business Owner

Kent S.

Business Owner

Kent Schmidt entered the Financial Services business in 1981 after graduating from SUNY Oswego with his BS in Business Administration. He provides independent and objective wealth planning advice using a variety of non-​proprietary financial tools, products and services through LPL Financial. He holds various registrations and designations including

Series 6 and 7 (Mutual Funds/​Variable Annuities, General Securities) held through LPL Financial

Series 63 and 65 (State Securities Uniform Combined and Investment Advisor Representative) held through LPL Financial

Insurance sales license (Life, Accident and Health) held through Haylor, Freyer & Coon, Inc.

LUTCF/​Life Underwriter Training Council Fellow

AIF®/ Accredited Investment Fiduciary