Products & Services:
401K
401K Evaluation
529
Annuity
Asset Management
401K
401K Evaluation
529
Annuity
Asset Management
Bank Deposit Program
Bonds
Business Services
CDs
Checking
Commercial Loans
Education Planning
Financial Planning
Financial Services
Home Equity Loans
Insurance
IRA
Mortgages
Mutual Funds
Online Banking
Retirement Planning
Stocks
Hours of Operation:
Mon 07:00 AM-07:00 PM,
Tue 07:00 AM-07:00 PM,
Wed 07:00 AM-07:00 PM,
Thu 07:00 AM-07:00 PM,
Fri 07:00 AM-07:00 PM
Certification & Affiliations:
BA
Financial Planning Specialist Designation
Health & Life Ins License
JD
Series 66
BA
Financial Planning Specialist Designation
Health & Life Ins License
JD
Series 66
Series 7
Customers Served:
Residential, Commercial, Industrial
- Appears in the Categories:
Additional Information:
I offer client-focused (whether business or individual), holistic financial solutions, by providing asset management services, banking services, estate planning, financial planning, 401K setup & evaluation and various insurance services. To learn more, please feel free to call me. I conduct personalized meetings throughout many of the Smith Barney offices near you.
Licensed
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