Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning
Focusing on my client's goals and risk tolerance are paramount in choosing a strategy to achieve their retirement objectives. This we achieve with a thorough list of questions and discussion.
University of Florida (1973-1977) - B.S.B.A.
Affiliations & Memberships
Member of the Financial Industry Regulatory Authority
Check the background of this investment professional on FINRA’s BrokerCheck
565 Taxter Road, Suite 625
Elmsford, NY 10523