Description:

This collectible phone card prominently showcases the branding and contact details of Upstate Professional Planning Services, a financial and securities firm based in New York. Its design reflects the clean, functional style typical of late 20th-century business and promotional materials. Centered at the top, the company name "Upstate Professional Planning Services" is rendered in an elegant blue serif font, framing a bold, stylized "P" logo that conveys professionalism and trust. This striking blue "P" commands visual attention, reinforcing the firm’s brand identity. The card’s complementary color scheme and balanced layout underscore its corporate, finance-oriented focus, appealing to clients seeking registered broker-dealer services in the Williamsville, NY area.

Below the main logo and company name, the card provides the firm’s physical address—6225 Sheridan Drive, Williamsville, NY 14221—along with a local phone number, 716-634-6517. These details enhance the card’s practicality for prospective clients needing quick access to contact information or office location. The card further clarifies its business function by noting that securities transactions are conducted through W.S. Griffith and Co., Inc., identified as a "Registered Broker Dealer." This disclosure signals regulatory compliance and financial accountability, essential for building trust in the financial services sector. The precise contact information firmly anchors the card within New York’s financial industry and highlights the firm’s local presence.

Occupying the lower half of the card, the name "David G. Schilling, ChFC, CLU" is prominently displayed, emphasizing his professional credentials and role at Upstate Professional Planning Services. The designations ChFC (Chartered Financial Consultant) and CLU (Chartered Life Underwriter) highlight his expertise in financial planning and insurance, lending credibility and reassurance to potential clients. By featuring Schilling as both the firm’s representative and authority figure, the card functions as both a business card and formal proof of licensing and broker-dealer status—key factors in establishing client confidence in financial advisory and securities brokerage.

In the card’s bottom right corner, a small logo for "AmeriVox" appears, featuring a...

Since we have the world's largest inventory of USA phonecards for collectors, you will not necessarily receive the identical serial/batch/PIN number that we have scanned/pictured.