Darlene M Giz Email & Phone Number

As a retirement plan specialist with a career that spans over 25 years, I am now focusing on guiding individuals and families towards achieving their overall financial goals. My mission is to empower clients to make informed decisions about their financial future and to navigate the complexities of wealth management with confidence. At US Financial Services, we also dedicate our efforts to helping more people save enough, protect enough, and have enough in retirement, working with plan sponsors, and Third-Party administrators (TPAs). Together, our organization and representatives are responsible for managing numerous local client relationships. Our organization can help you with your needs including 401(k), 403(b), ERISA 403(b) 457(b), 457(f), 457 Governmental, Non-Qualified, Defined Benefit and ESOP.Specialized Education:- St. Peter's University- CIMA® - Certified Investment Management Analyst- Securities Registrations held: Series 7 and Series 63- Life and Variable Annuity insurance licenses - CRPS®, AIF®, You’re welcome to contact me at dgiz@usfsc.com and thank you for visiting my LinkedIn page.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. U.S. Financial Services, LLC is not affiliated with Kestra IS or Kestra AS. https://kestrafinancial.com/disclosures This profile is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra IS and Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS Compliance Department at 844-553-7872.

Listed skills include Mutual Funds, 401K, Series 7, Series 63, and 6 others.