Gary Woolman, Cepa®, Cfbs ® Email and Phone Number
Gary Woolman, Cepa®, Cfbs ® work email
- Valid
Gary Woolman, Cepa®, Cfbs ® personal email
I help others put the puzzle of their life together. For 40+ years, I have helped countless people navigate through financial obstacles. I lean on my ability to listen and become a soundboard for all the concerns my clients may have and recommending the best solution to help them overcome difficulties. I strongly believe in the value of tailoring a unique strategy to fit the diverse needs and objectives to help others succeed. So if you’re looking for a steady hand, know that I’ll be working alongside you every step of the way. I specialize in providing the following services, but not limited to:• Asset Protection• Retirement Income Planning• Wealth Management• Family Business Planning If I can be of help to you, or you would like to know more about the services that I offer, feel free to reach out to me at: *260.424.1125*gary.woolman@woolman.com *www.woolman.comGary Woolman is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC http://www.sipc.org/ 900 East 96th Street., Suite 300, Indianapolis, IN 46240. Phone (317) 469-9999. Woolman Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
Woolman Financial Group, Llc
View- Website:
- woolman.com
- Employees:
- 7
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President And FounderWoolman Financial Group, Llc Nov 1978 - Present10445 Illinois Road, Fort Wayne, In 46814 -
Family Business SpecialistWoolman Financial Group, Llc Jun 2016 - Present10455 Illinois Road, Fort Wayne, In 46814 -
Life And Qualifying MemberMdrt Jan 1982 - Present -
Registered RepresentativeMassmutual Apr 2014 - Present10445 Illinois Road, Fort Wayne, In 46814 -
Member And Past President Of The Board Of DirectorsNaifa-Indiana Nov 1978 - Nov 2018Led the association in increasing membership, advocacy for our clients and industry, spoke at many local associations and team building. -
PresidentNaifa-Indiana Jan 2000 - Dec 2004Board of Directors -
LicenseeGive Sep 2012 - 2014Mission of the GIVE Alliance is to redirect ONE BILLION Dollars to Charity
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Retirement Income SpecialistWoolman Financial Group, Llc Jul 2004 - Dec 2013Fort Wayne, Indiana AreaWoolman Financial Group is independently owned and operated.
Gary Woolman, Cepa®, Cfbs ® Skills
Gary Woolman, Cepa®, Cfbs ® Education Details
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Business Administration And Management, General
Frequently Asked Questions about Gary Woolman, Cepa®, Cfbs ®
What company does Gary Woolman, Cepa®, Cfbs ® work for?
Gary Woolman, Cepa®, Cfbs ® works for Woolman Financial Group, Llc
What is Gary Woolman, Cepa®, Cfbs ®'s role at the current company?
Gary Woolman, Cepa®, Cfbs ®'s current role is Retirement Income Specialist.
What is Gary Woolman, Cepa®, Cfbs ®'s email address?
Gary Woolman, Cepa®, Cfbs ®'s email address is ce****@****man.com
What schools did Gary Woolman, Cepa®, Cfbs ® attend?
Gary Woolman, Cepa®, Cfbs ® attended Grace College & Seminary, The American College Of Financial Services.
What skills is Gary Woolman, Cepa®, Cfbs ® known for?
Gary Woolman, Cepa®, Cfbs ® has skills like Leap, Retirement Income Strategies, Business Strategy, Entrepreneurship, Wealth Accumulation, Family Business, Life Insurance, Disability Insurance, Long Term Care Insurance, Financial Services, Customer Acquisition, Customer Retention.
Who are Gary Woolman, Cepa®, Cfbs ®'s colleagues?
Gary Woolman, Cepa®, Cfbs ®'s colleagues are Jeanne Meyers, Becky Woolman, Brian Woolman, Cfbs, Cepa, Roger Haun.
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