Financial Advisor, Clu, Chfc
CurrentFor over 30 years, my team and I have been providing comprehensive, on-going financial planning services to individuals, families and small businesses including:Investment / Wealth ManagementIncome, Asset and Estate ProtectionRetirement PlanningBusiness Continuation and Succession PlanningEstate / Legacy Planning. Got a new job? Selling your business? Planning for retirement or defining your budget? Let's discuss how these changes can best correlate / align with your goals and objectives. I can obtain licensing for investment and insurance in any state and am currently licensed to sell securities in: CA, CT, FL, IL, KS, MA, MI, MN, MO, NY, TX, WI. I am an Investment Advisor Representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: 1 Marina Park Dr, 16th FL, Boston, MA 02210 617-585-4500 CA License #0B06585