Brenda Bagonis-Cooke Email & Phone Number

Comprehensive & Value added Financial Development Services including retirement, accumulation, transition, education, and estate planning for over 32 years to individuals, families, and businesses. By offering experience and knowledge, we create customized plan designs and investment strategies through in- depth independent research, to deliver sound plan implementation ,helping to " create a better financial life... for YOU" ! Investment advisory services & fee based planning included We conduct and analyze products and processes and monitor our Financial Portfolios, Retirement Plans and Estate strategies, using active management and tax considerations. Our best practice commitment to fulfill specific goals and objectives, one client at a time! Osaic advisor group financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered.Securities and Investment Advisory Services offered through Osaic, Inc. Member FINRA, SIPC, and Registered Investment Advisor. Non-Securities products and services are not offered through Osaic. The companies of ASSET FINANCIAL SERVICES and Royal Alliance are not affiliated. www.FINRA.org www. SIPC.org

Listed skills include Cpr Trained, Job And Career Transition Services, Active Management, Expedient Services, and 6 others.