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More To Explore

FORMS & INFORMATION
ARTICLES & VIDEOS

Forms

Assets & Liabilities
Authorization to Release
Confidential Data Organizer
Electronic Communication Consent
Insurance Audit
Living Expenses
Personal Documents
Social Security Analyzer

Information

Family Preparedness Kit
Key Data Guide
What Keeps You Up at Night
Common Estate Planning
Tame Healthcare Costs

“An investment in knowledge pays the best interest.”

— Benjamin Franklin

Email

[email protected]

PHONE

  • Office: 585-381-8100
  • Fax: 585-381-8792

ADDRESS

625 Panorama Trail, Building 1 Suite 107
Rochester, NY 14625

Securities and investment advisory services offered through NEXT Financial Group, Inc., member FINRA/SIPC. Kobel Financial Planning is not an affiliate of NEXT Financial Group, Inc. To view NEXT Financial Group Inc.’s privacy policy and other important information, visit the “Disclosures” section of www.nextfinancial.com. Neither NEXT Financial Group, Inc. nor its representatives offer tax or legal advice. Financial Professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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