Daniel Barrow Equitable Advisors

Daniel Barrow Equitable Advisors Cypress Financial Consultants is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Important Information & Disclosures: http://bit.ly/2f98X9d

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio...
09/02/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch ...
08/31/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways...
08/30/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

A helpful glossary of current scams.

Business owners should consider a succession plan sooner rather than later.
08/29/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
08/28/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

You are unique. Your goals and needs should be the basis of any financial strategy you follow.
08/26/2026

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Three important questions to consider before you start taking.
08/24/2026

Three important questions to consider before you start taking.

When to start? Should I continue to work? How can I maximize my benefit?

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.
08/23/2026

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

Learn how insurance deductibles work, and how they can help you save money.
08/22/2026

Learn how insurance deductibles work, and how they can help you save money.

Knowing how insurance deductibles work can help you save money.

Retirement may change your perception of investment risk.
08/21/2026

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

Address

765 Jefferson Road, Suite 310
Rochester, NY
14623

Telephone

+15854658207

Website

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