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Harvey Reiner
Financial Consultant
Xceed Financial Credit Union
189 W. Main Street
Webster, NY 14580
Phone: 877.923.3360
Cell: 585.545.2080
harvey.reiner@lpl.com |
Biography
Harvey Reiner has been providing investment management and financial planning services since 1999. His first priority is helping his clients define their existing financial position and enunciate their goals. From there Mr. Reiner works together with his clients to bring the appropriate financial instruments together to work in harmony toward achieving his client’s goals.
Licenses
Mr. Reiner holds the FINRA Series 7, The General Securities Registered Representative License and FINRA Series 66, the Investment Advisor License. Additionally Mr. Reiner holds his New York State Life and Health Insurance Licenses.
Services
Seasoned at working with the retirement plans of Rochester’s Major employers. He has in-depth knowledge, experienced and fondness for the Xerox Retirement Plan as well as long term care planning, education funding, life insurance assessment and selecting investments.
Mission
Reiner works comprehensively with his clients to understand their investment time horizon, tolerance for risk, liquidity needs, tax issues and income requirements. These factors determine what financial instruments will get clients to their goals with the most peace of mind.
LPL Financial
The LPL Financial Registered Representatives associated with the site may only discuss and/or transact securities business with residents of the following states:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Not NCUA Insured. |
No Credit Union Guarantee. |
May Lose Value. |
Products offered are not obligations of the credit union.
Securities, Investment Advisory Services, and Insurance Products offered through LPL Financial & its affiliates, Member FINRA/SIPC.
The Xceed Financial Credit Union website contains links to sources outside the Credit Union that we believe are useful to visitors and members. Once you are linked to another site, you are subject to the privacy policy and terms of use of the new site. XFCU is not responsible for the content presented within the LPL Financial web site.
LPL Financial does not represent in any capacity either Xerox or the Xerox retirement plans.
Please be advised that while Xceed Financial Credit Union provides services and products to Xerox employees and their families, the Credit Union is a separate legal entity and is neither owned nor controlled by Xerox
