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Home | Accu-Vest Planning, Inc. Rochester Financial Planning | accuvestplanning.com Reviews

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Services | Accu-Vest Planning, Inc. Rochester Financial Planning

http://www.accuvestplanning.com/services

Register Now for Free. Raymond J Zollo, Founder. Scott J. Zollo, President. Terrance C. Collins, VP. Sean P. Collins, AVP. Sandra J. Perry, Office Manager. 10 Predictions Over the Next 10 Years. Five Strategies to Maximize Your IRA. The Ins and Outs of Long-Term Care Insurance. Financial Steps to Take When Someone Dies. To Trust or Not to Trust. How to Handle Beneficiary Designations. Roth IRA Versus Defined Contribution Plan. Dollar-Cost Averaging: Slow and Steady. The Costs of Financial Procrastination.

2

Sean P. Collins | Accu-Vest Planning, Inc. Rochester Financial Planning

http://www.accuvestplanning.com/advisor/sean-p-collins-avp

Register Now for Free. Raymond J Zollo, Founder. Scott J. Zollo, President. Terrance C. Collins, VP. Sean P. Collins, AVP. Sandra J. Perry, Office Manager. 10 Predictions Over the Next 10 Years. Five Strategies to Maximize Your IRA. The Ins and Outs of Long-Term Care Insurance. Financial Steps to Take When Someone Dies. To Trust or Not to Trust. How to Handle Beneficiary Designations. Roth IRA Versus Defined Contribution Plan. Dollar-Cost Averaging: Slow and Steady. The Costs of Financial Procrastination.

3

Raymond J Zollo, Founder | Accu-Vest Planning, Inc. Rochester Financial Planning

http://www.accuvestplanning.com/advisor/raymond-j-zollo-founder

Register Now for Free. Raymond J Zollo, Founder. Scott J. Zollo, President. Terrance C. Collins, VP. Sean P. Collins, AVP. Sandra J. Perry, Office Manager. 10 Predictions Over the Next 10 Years. Five Strategies to Maximize Your IRA. The Ins and Outs of Long-Term Care Insurance. Financial Steps to Take When Someone Dies. To Trust or Not to Trust. How to Handle Beneficiary Designations. Roth IRA Versus Defined Contribution Plan. Dollar-Cost Averaging: Slow and Steady. The Costs of Financial Procrastination.

4

Tax Advantaged Investing | Accu-Vest Planning, Inc. Rochester Financial Planning

http://www.accuvestplanning.com/services/tax-advantaged-investing

Register Now for Free. Raymond J Zollo, Founder. Scott J. Zollo, President. Terrance C. Collins, VP. Sean P. Collins, AVP. Sandra J. Perry, Office Manager. 10 Predictions Over the Next 10 Years. Five Strategies to Maximize Your IRA. The Ins and Outs of Long-Term Care Insurance. Financial Steps to Take When Someone Dies. To Trust or Not to Trust. How to Handle Beneficiary Designations. Roth IRA Versus Defined Contribution Plan. Dollar-Cost Averaging: Slow and Steady. The Costs of Financial Procrastination.

5

Our Advisors | Accu-Vest Planning, Inc. Rochester Financial Planning

http://www.accuvestplanning.com/advisor

Register Now for Free. Raymond J Zollo, Founder. Scott J. Zollo, President. Terrance C. Collins, VP. Sean P. Collins, AVP. Sandra J. Perry, Office Manager. 10 Predictions Over the Next 10 Years. Five Strategies to Maximize Your IRA. The Ins and Outs of Long-Term Care Insurance. Financial Steps to Take When Someone Dies. To Trust or Not to Trust. How to Handle Beneficiary Designations. Roth IRA Versus Defined Contribution Plan. Dollar-Cost Averaging: Slow and Steady. The Costs of Financial Procrastination.

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Growth Portfolio

http://www.corealpha.com/portfolios/core-portfolios/growth-portfolio

If New User Register Now! Scott J. Zollo, President. Sean P. Collins, Lead Analyst. Terrance C. Collins, Vice President. Call Core Alpha Today. Our Growth Asset Allocation Portfolio is designed for investors with an average risk tolerance and a longer term time horizon. The Goal of the Growth Portfolio is to seek long-term gains and wealth accumulation. STEP 1: Strategic Allocation. Starting Allocation (Strategic Allocation). Stocks 60% - Blue. Diversifiers 20% - Purple. Bonds 20% - White. We use Real-ti...

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Apex Growth Portfolio

http://www.corealpha.com/portfolios/explorer-portfolios/apex-growth-portfolio

If New User Register Now! Scott J. Zollo, President. Sean P. Collins, Lead Analyst. Terrance C. Collins, Vice President. Call Core Alpha Today. The Apex Growth Portfolio is designed with a core portfolio invested in an aggressive asset allocation position. The remainder of the portfolio is comprised of strategic allocations from the individual sectors, based on a quantitative modeling process. This portfolio is designed for optimal growth potential. Raquo; Our Firm. Raquo; Contact Us.

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Dynamic Growth Portfolio

http://www.corealpha.com/portfolios/explorer-portfolios/dynamic-growth-portfolio

If New User Register Now! Scott J. Zollo, President. Sean P. Collins, Lead Analyst. Terrance C. Collins, Vice President. Call Core Alpha Today. The Dynamic Growth Portfolio is designed with a core portfolio invested in a moderate-aggressive asset allocation position. The remainder of the portfolio is comprised of strategic allocation from the individual sectors, base on a quantitative modeling process. This portfolio is designed to achieve solid growth. Raquo; Our Firm. Raquo; Contact Us.

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Scott J Zollo President

http://www.corealpha.com/our-firm/our-team/scott-j-zollo-president

If New User Register Now! Scott J. Zollo, President. Sean P. Collins, Lead Analyst. Terrance C. Collins, Vice President. Scott J. Zollo, President. Sean P. Collins, Lead Analyst. Terrance C. Collins, Vice President. Call Core Alpha Today. Scott J. Zollo, President. Scott J. Zollo, President. 585-235-3600 x2 (Phone and Fax). 855-235-3600 x2 (Toll Free Phone and Fax). Raquo; Our Firm. Raquo; Contact Us. 1701 Chili Ave. Rochester, NY 14624 Tel: (585) 235-3600. Toll Free: (855) 235-3600. The public with gene...

corealpha.com corealpha.com

Core Alpha Home Page

http://www.corealpha.com/inner-home

If New User Register Now! Scott J. Zollo, President. Sean P. Collins, Lead Analyst. Terrance C. Collins, Vice President. Call Core Alpha Today. WELCOME TO CORE ALPHA, INC. Our business is the careful crafting of diversified investment. Designed to achieve an appropriate balance of. Acceptable risk tolerance and long-term return. Raquo; Our Firm. Raquo; Contact Us. 1701 Chili Ave. Rochester, NY 14624 Tel: (585) 235-3600. Toll Free: (855) 235-3600. Designed and Developed by Basch Solutions, LLC. Our firm d...

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Aggressive Growth

http://www.corealpha.com/portfolios/core-portfolios/aggressive-growth

If New User Register Now! Scott J. Zollo, President. Sean P. Collins, Lead Analyst. Terrance C. Collins, Vice President. Call Core Alpha Today. Our Aggressive Growth Asset Allocation Portfolio is designed for investors with an Moderate-Aggressive risk tolerance and a longer term time horizon. The Goal of the Aggressive Growth Portfolio is to aggressively seek long-term gains and wealth accumulation. STEP 1: Strategic Allocation. Starting Allocation (Strategic Allocation). Stocks 80% - Blue. Cash 0% - Red.

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Explorer Portfolios

http://www.corealpha.com/portfolios/explorer-portfolios

If New User Register Now! Scott J. Zollo, President. Sean P. Collins, Lead Analyst. Terrance C. Collins, Vice President. Call Core Alpha Today. Portfolios are comprised of carefully selected ETFs. Combined to allow for a flexible portfolio that is able to take advantage of the current market opportunities. These portfolios provide our clients with access to a number of different investments. Included in these portfolios are the following positions:. Raquo; Our Firm. Raquo; Contact Us.

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Our Firm

http://www.corealpha.com/our-firm

If New User Register Now! Scott J. Zollo, President. Sean P. Collins, Lead Analyst. Terrance C. Collins, Vice President. Scott J. Zollo, President. Sean P. Collins, Lead Analyst. Terrance C. Collins, Vice President. Call Core Alpha Today. Core Alpha Inc. continuously monitors its filing requirements in all states, and will provide individualized advisory services only in accordance with various state regulations. Raquo; Our Firm. Raquo; Contact Us. Toll Free: (855) 235-3600. Securities transactions with ...

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Balanced Portfolio

http://www.corealpha.com/portfolios/core-portfolios/balanced-portfolio

If New User Register Now! Scott J. Zollo, President. Sean P. Collins, Lead Analyst. Terrance C. Collins, Vice President. Call Core Alpha Today. Our Balanced Asset Allocation Portfolio is designed for investors with a moderate risk tolerance. The Goal of the Balanced Portfolio is to provide current income while also seeking long-term growth. STEP 1: Strategic Allocation. Starting Allocation (Strategic Allocation). STEP 2: Tactical Allocation. Tactically Allocate the model based on market forcasts. Securit...

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In a Global environment where country selection is the most dominant driver of equity market returns…. Hellip;we manage country focused ETF solutions to help institutions and advisors effectively navigate international Equity markets. Watch Now: Our Story. Watch Now: Quarterly Updates. Whats New At Accuvest. In May, China remains the top ranked country in the model and is currently ranked in the top 5 of all four factor groups. Interview on Fox Business. 925) 930-2882 marketing@accuvest.com.

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AccuVest | 4 Pillars For Your Family's Financial Future | Mackay - Comprehensive Financial Planning

Estate and Retirement Planning. Portfolio Placement and Management. Self Managed Superannuation Fund Administration. We cannot direct the wind. but we can help you adjust the sails. Commentary on Global Credit Crisis. Self Managed Super Funds. AccuVest - The Intelligent Alternative. AccuVest Pty Ltd is an independently-owned financial planning business in Mackay, which exists to provide the advice to clients, that we would hope would be provided to ourselves, if the roles were reversed:. AccuVest is prou...

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Accuvest Global Advisors

Global Clients, Global Portfolios. May 16, 2015. Why Invest in Europe (FX Hedged)? Leading indicators show tentative signs of stabilization (relative PMIs), and there is still substantial pent up demand (savings ratio of 13% and net investment is 1/3 its normal levels). Bank balance sheets have stopped contracting and money … [Read More.]. May 2015 Portfolio Notes. Charts to Watch – Global Market Update – April 10, 2015. Watch David Garff on Fox Business: How investors can profit overseas with ETFs.

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Home | Accu-Vest Planning, Inc. Rochester Financial Planning

Register Now for Free. Raymond J Zollo, Founder. Scott J. Zollo, President. Terrance C. Collins, VP. Sean P. Collins, AVP. Sandra J. Perry, Office Manager. 10 Predictions Over the Next 10 Years. Five Strategies to Maximize Your IRA. The Ins and Outs of Long-Term Care Insurance. Financial Steps to Take When Someone Dies. To Trust or Not to Trust. How to Handle Beneficiary Designations. Roth IRA Versus Defined Contribution Plan. Dollar-Cost Averaging: Slow and Steady. The Costs of Financial Procrastination.

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