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*Annuities; Life, Disability, and Long Term Care Insurance; also Mutual Funds* Welcome to my Web Site. I hope this portal will help you get the most from our business relationship. Whether you'e in the Flagler/Palm Coast, Florida, area, in Pennsylvania, or in other states where I am licensed, I look forward to working with you. My business goal is to to help people protect their business and individual financial futures. Having worked with a great variety of people for 33 years in the Scranton, Pennsylvania area, I relocated to Florida. in 2006. My Clarks Summit phone number 570-587-4763 will reach me directly at no cost to you from NE PA. I welcome your calls. Here in Palm Coast, Florida, I'm working with business and professional contacts to grow my business. It's a new world for a displaced Yankee, but people are terrific and the weather is certainly different. I now hold a Florida resident insurance license (#A271708) and hold non-resident licenses in Pennsylvania and several other states. I'm excited about business here and in PA, and having fun. My Florida phone number is 386-437-2224. I keep up with professional continuing education, and hold these certifications and degrees:
I hold Financial Industry Regulatory Authority, Inc. Registrations: Series 6, 7, 63, and 65.
I have a practical approach to offering advice and services to my clients. We consider your specific financial goals and investment objectives, then together, we’ll form a strategy to help you achieve your goals. Then, as a registered representative of The Leaders Group, and an agent with Insurance Resource Alliance, I’ll recommend appropriate products and services to help you execute your strategy. Maintaining a strong sense of community and a solid professional foundation are very important to me. Some activities include:
If you have questions about your annuities, life or disability insurance, or long term care, I invite you to explore my website, and to give me a call. Thanks for visiting. |
