businessName
General
I am a Financial Advisor, with over 12 years experience in financial services, starting my own firm. By developing close relationships with my clients (Mass Affluent, High-Net-Worth, Small business owners) and their families and gaining a deep understanding of their goals, hopes and dreams I am able to create custom tailored investment solutions designed to help them feel comfortable and confident in their ability to attain their goals. I utilize a consultative communication style and conduct holistic portfolio reviews to identify risks and opportunities for improvement. I am looking for a company name that exudes confidence, optimism and a sense of stability/safety. I am able to offer my clients a full range of insurance and investment products such as: Life, health and accident Insurance, Stocks, Bonds, Mutual Funds, ETFs, Annuities, Individual and Small business Retirement plans, 401ks, SEPS, SIMPLES, IRAs. I take my fiduciary responsibility very seriously and I am in the business because I truly love helping people!
