Overview

In our business, family comes first. I've worked with my grandfather and aunts for the last few years and we always express how important family is during our meetings. We make sure the clients know what they are investing in and that their best interest always comes first.

I'm looking to expand my business in Central/Eastern Pennsylvania and I believe having gone through a succession plan before that I am equipped to help other financial professionals transition into retirement easier, all while knowing that their clients are in good hands.

Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...