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Richard Schultz

Richard Schultz

Registered Representative

Followers of Richard Schultz2000 followers
location of Richard SchultzGlenmont, New York, United States

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  • Timeline

  • About me

    Owner/Founder at Financial Resources Company

  • Education

    • SCCC

      1972 - 1973
      Liberal Arts/Social Science

    • Roger Williams University

      1974 - 1975
      Liberal Arts/Social Science

  • Experience

    • Albany Savings Bank/Alvest Financial Services

      Jan 1990 - Jan 1995
      Registered Representative

      Non-conventional Bank Investments and Employee Benefit Sales and Service to individual clients and business clients

    • Corporate Benefit Planning

      Jan 1995 - Jan 1998
      Sales

      Employee Benefit Sales and Service

    • Financial Resources Company

      Feb 1999 - now
      Owner

      Owner of the Employee Benefits company Financial Resources Company in the Capital District area of Upstate New York. We also offer Work Opportunity Tax Credit plans (WOTC sales) and analysis and sale of individual Medicare Advantage Plans, Medicare Supplement Plans and Medicare Prescription Drug Plans in New York State and Massachusetts. We also offer analysis, sale and service of all Group Employee Benefit Plans specializing in Health Insurance analysis and structure and sale for any size business in Upstate New York. Show less

  • Licenses & Certifications

    • New York State LAH Individual License

      New York State Department of Financial Services
      Oct 1985