Who we are
Forever Financial Advisors is a fee-only financial planning and investment advisory firm with offices in Rochester, Boston, and Keuka Lake. We provide comprehensive financial planning and investment management to individuals and small business owners. Forever Financial is a fee-only firm, and does not accept any commissions or revenue from any source other than the clients which we serve. It is our strong belief that this provides a level of objectivity and integrity that is an essential part of our relationship with our clients.
Annie McQuilken, MS, CFP®, CFT(TM) is the founder and president of Forever Financial Advisors, a Certified Financial Planner, and a Certified Financial Therapist. Annie earned her bachelor's degree with distinction from Swarthmore College, earning membership in both Phi Beta Kappa and Sigma Xi. She received her Master's of Science degree in Financial Planning from the McCallum Graduate School of Business at Bentley University, and a graduate certificate in Financial Therapy from Kansas State University. Annie is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), the Financial Therapy Association (FTA) and a Registered Invesment Advisor. Annie has over 20 years experience in financial management, counseling, and education.
Annie is a contributor to the NAPFA Advisor, a professional publication distributed to over 1,000 members and affiliates of NAPFA. In addition, Annie regularly presents at regional and national conferences.
Services We Offer
Our expertise lies in developing a plan that is unique to your situation. This may involve multi-generational planning, divorce planning, providing for family members with special needs, situations specific to executives and self-employed individuals, and meeting your goals for charitable giving or socially responsible investing.
“Twenty years from now, you will be more disappointed by the things you didn't do than by the ones you did. So throw off the bowlines. Sail away from the safe harbor. Catch the trade winds in your sails.”
Contact us to find
your way to a happier financial future
140 West Church Street Fairport, NY, 14450
11 Apex Drive, Suite 300, Marlborough, MA 01752
954 East Lake Road, Dundee, NY 14837