
Michelle Balfeemail
Professional Story
I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
- Implement your strategy with products and services that help meet your needs.
Languages:
- English
Specialties:
- Insurance Strategies
- Investment Strategies
- Business Owners
- LGBTQ
Check the background of this investment professional on FINRA’s BrokerCheck
See Michelle’s Licenses and DisclosuresConnect with Michelle
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