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About @financial Investments |
@financial is a full service financial services brokerage specializing in comprehensive, holistic
financial planning, and offers a complete line of financial services and products for families
and businesses; including retirement planning, college planning, estate planning, business
planning, life insurance; annuities; health insurance; property and casualty insurance; long term
care insurance; disability insurance; and investment advisory services.
In addition to managing @financial and @financial Investments and working with an extensive client
base, our leadership team personally coaches, trains, and mentors a network of financial advisors
throughout the country, and have been asked to lead adult education classes, workshops, and
seminars on a variety of financial topics including Social Security planning, investment
strategies, retirement planning, risk management, college planning, and estate planning.
Collectively, our national team holds the following designations: CFP (Certified Financial
Planner), CFA (Chartered Financial Analyst), ChFC (Chartered Financial Consultant), MSFS (Masters
in Financial Services), NSSA (Certified National Social Security Advisor), CCPS (Certified
College Planning Specialist), CPA (Certified Public ccountant). These professionals comprise an
experience and knowledge base we can pull from as situations require. |
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General Information |
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| States Licensed in: |
AL, AZ, CO, FL, IL, IN, MA, MD, MS, NC, NH, NJ, NV, PA, TN, TX, VA,
OR, WI, OR
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| Insurance License#: |
16288492
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Qualifications & Memberships |
| Securities Licenses: |
Series 65
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| Insurance and Annuity Licenses: |
Long Term Care, Life, Health, Annuity, Accident, Disability
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