Connor Anderson FSCP, Registered Representative with NYlife Securities LLC

Connor Anderson FSCP, Registered Representative with NYlife Securities LLC Financial Services Certified Professional® | Guiding clients with custom-tailored solutions for strategic retirement, business, and insurance planning.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

209 High Point Dr, Suite 310 Victor, NY 14564
585-248-6700

08/31/2026

Retirement planning isn't just about how much you've saved. It's also about creating a strategy that can help support your lifestyle throughout retirement.

Research from the LIMRA Retirement Income Institute found that many Gen X women face unique retirement challenges, including lower retirement savings, caregiving responsibilities, and concerns about whether their money will last throughout retirement.

Understanding these factors early can help you make more informed decisions about your future. If you’d like to build a retirement strategy, let’s connect to review your long-term goals, expected expenses, and retirement income needs.

The loss of a spouse can bring both emotional and financial challenges. Many people suddenly find themselves managing im...
08/28/2026

The loss of a spouse can bring both emotional and financial challenges. Many people suddenly find themselves managing important financial decisions on their own for the first time.

Whether it's understanding income sources, reviewing beneficiary information, or discussing long-term retirement goals, you don't have to navigate these decisions alone.

If you or someone you care about is facing the loss of a spouse, contact me to discuss strategies that can help provide clarity, confidence, and financial security for the years ahead.

I’m excited to share that I’ve officially passed the Series 66!For me, these exams aren’t just about adding another cred...
08/27/2026

I’m excited to share that I’ve officially passed the Series 66!

For me, these exams aren’t just about adding another credential. They’re about continuing to develop the knowledge and capabilities needed to provide more comprehensive guidance to the individuals, families, and businesses I work with.

Passing the Series 66, along with my Series 7 and FSCP® designation, represents another step toward the type of financial planning practice I’ve been working to build.

I’m grateful for everyone who has supported me along the way and excited for what comes next.

Healthcare costs are climbing again next year, but fortunately, Part B rate hikes are expected to stay well under 5%, a ...
08/25/2026

Healthcare costs are climbing again next year, but fortunately, Part B rate hikes are expected to stay well under 5%, a relief compared to last year's jump.

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current...
08/22/2026

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current cost considerations and how extended care needs may affect household finances and retirement plans.
https://bit.ly/3Si3Vwp

The Federal Reserve has remained cautious about interest rates as inflation concerns have heightened, leading to uncerta...
08/19/2026

The Federal Reserve has remained cautious about interest rates as inflation concerns have heightened, leading to uncertainity about the state of the US economy.

Federal Reserve officials have sent mixed signals on the path of interest rates as inflation concerns have intensified, fueling uncertainty about the outlook for the US economy.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some act...
08/16/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

Upcoming ballot measures in several states could provide additional property tax relief for older adult homeowners.
08/13/2026

Upcoming ballot measures in several states could provide additional property tax relief for older adult homeowners.

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier....
08/13/2026

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/3Uv1wyY
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are ...
08/10/2026

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are reshaping retirement planning.

Early retirement isn't the only goal anymore. Here's how today's FIRE movement is shifting toward financial flexibility and making work optional.

Address

209 HIGH POINT Drive SUITE 310
Victor, NY
14564

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