Andrew Meyer

Andy Meyer is a financial planning professional with over 30 years of experience helping clients plan for their future. Andy loves the challenge of managing a variety of functions including finance, research and, client service. He prides himself in getting to know each client so that he can understand their individual needs and what matters most to them.

Andy is credentialed with the Chartered Life Underwriter designation, is licensed in New York as a consultant to better serve his clientele. Andy graduated from SUNY Oswego with a dual major in Business Administration and Economics. He is actively involved in the financial services industry as a member of the National Association of Insurance and Financial Advisors and the Central NY Estate Planning Council.

Andy enjoys early morning workouts at the YMCA, golf, tennis, skiing, yard projects, and cooking in his newly renovated kitchen. His wife Kristie approves of and fully supports all yard and cooking projects. Any extra time in Andy’s life is spent with his children and grandchildren.