Glenn Cummings

Glenn Cummings Email and Phone Number

Big Financial Services LLC @ Big Financial Services LLC
Tampa, FL, US
Glenn Cummings's Location
Tampa, Florida, United States, United States
Glenn Cummings's Contact Details

Glenn Cummings personal email

n/a

Glenn Cummings phone numbers

About Glenn Cummings

With over 25 years in the financial services industry, Glenn Cummings brings a wealth of experience and expertise to his role as President at Big Financial Services. Alongside his partner Paula, Glenn co-founded the firm to ensure their independence from large, restrictive money management corporations. This independence allows them to tailor their services to meet the unique needs and goals of their clients, rather than being limited to a predefined set of products.Glenn specializes in working with retirees and those nearing retirement, helping them craft personalized investment strategies that align with their comfort level regarding risk. His comprehensive approach to retirement planning focuses on managing investments and assets to address longevity risk—ensuring clients don’t outlive their savings. He also integrates tax strategies, estate planning, and Social Security planning into his holistic financial approach.Glenn and his team's commitment is providing individualized solutions and his dedication to his clients' financial well-being are at the heart of his practice.Investment advisory services is offered through Foundations Investment Advisors, LLC, an SEC registered investment advisor.

Glenn Cummings's Current Company Details
Big Financial Services LLC

Big Financial Services Llc

View
Big Financial Services LLC
Tampa, FL, US
Website:
bigplan.ca
Glenn Cummings Work Experience Details
  • Big Financial Services Llc
    Big Financial Services Llc
    Big Financial Services Llc
    Tampa, Fl, Us
  • Big Financial Services, Llc
    Investment Advisor Representative
    Big Financial Services, Llc Dec 2017 - Present
    Tampa, Florida, United States
  • Big Financial Services Llc
    Big Financial Services Llc
    Big Financial Services Llc Dec 2005 - Present
    United States
    Glenn has corporate offices in Tampa FL. Our mission is with transparency and accountability, we empower our clients by deliver industry-leading, personalized wealth management strategies while keeping your best interest in mind at all times. Glenn has been in the financial services industry for over 25 years. He is Licensed Insurance Agent with the Florida Department of Financial Services and an Investment Adviser Representative registered with AE Wealth Management.
  • Big Financial Services , Llc
    President
    Big Financial Services , Llc Jan 2005 - Present
    10150 Highland Manor Dr Tampa Fl 33610
    Investment Adviser RepresentativePresident, Big Financial Services, LLC
  • Big Financial Services, Ll
    Licensed Investment Adviser
    Big Financial Services, Ll Jan 2017 - Mar 2021
    Tampa, Florida, United States
  • Horter Investment Management, Llc
    Investment Adviser Representative
    Horter Investment Management, Llc Jan 2017 - Dec 2019
    Connecticut, United States
    Investment Adviser
  • Accurate Advisory Group Inc.
    Licensed Insurance Consultant
    Accurate Advisory Group Inc. Mar 2010 - Sep 2017
    2211 Ashley Oaks Circle Wesley Chapel Fl. 33544
    Accurate Advisory Group is an independent Insurance Agency.
  • Massmutual Financial Group
    Licensed Insurance Consultant
    Massmutual Financial Group Dec 2008 - Jan 2011
    4830 West Kennedy Boulevard Suite. 800 Tampa, Fl 33609
    A History of StrengthWe have over 160 years of experience helping people like you build a strong financial future — even during challenging economies. As a mutual company, we’re owned by our policyowners and make decisions with their long-term interests in mind. Our success is reflected in our financial strength, and while they’re not guaranteed, we’ve paid dividends to eligible participating policyowners consistently since the 1860s.
  • Hsbc Retail Banking And Wealth Management Formerly Known As Household Finance Corporation
    Senior Account Executive
    Hsbc Retail Banking And Wealth Management Formerly Known As Household Finance Corporation 1994 - 1996
    26525 North Riverwoods Boulevard, Mettawa, Illinois, 60045
    HSBC is one of the world's largest banking and financial services organisations. With more than 6,100 offices in both established and emerging markets, we aim to be where the growth is, connecting customers to opportunities, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.We serve around 51 million customers through our four Global Businesses: Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Global Private Banking. Our network covers 73 countries and territories in Europe, Asia, the Middle East and Africa, North America and Latin America.Listed on the London, Hong Kong, New York, Paris and Bermuda stock exchanges, shares in HSBC Holdings plc are held by about 216,000 shareholders in 127 countries and territories.
  • Metlife
    Licensed Insurance Consultant
    Metlife 1990 - 1994
    4949 Southfork Dr. Lakeland , Fl 33813
    We are a world class financial services firm comprised of a team of dynamic leaders, financial professionals and representatives focused on client advocacy and dedicated to outstanding service to our clients.Integrity - In all aspects of our professional and personal livesLeadership - Locally recognized leader in financial products, services and solutionsCitizenship - Loyally serving our community, clients, families and associatesRespect - Maintaining open communication and valuing the opinions of othersExcellence - Commitment to the highest standardsProfessionalism - Exhibiting the highest levels of ethics, accountability and reliability in all our endeavors

Glenn Cummings Skills

Financial Services Portfolio Management Fixed Annuities Sales Management Financial Planning Life Insurance Term Life Insurance Estate Planning Estate Tax Planning Indexed Annuities Equity Indexed Annuities Wealth Preservation Planning Retirement Plan Consulting Registered Investment Advisor Investment Advisory Services Trusts Revocable Trusts Business Management Retirement Income Strategies Guaranteed Lifetime Income Tax Planning Traditional Ira Roth Ira Simple Ira Individual Pension Plans Asset Protection Fixed Income Fixed Income Strategies Irrevocable Life Insurance Trusts Medicaid Planning Long Term Care Insurance Entertainment Industry Music Industry Mortgage Banking

Glenn Cummings Education Details

Frequently Asked Questions about Glenn Cummings

What company does Glenn Cummings work for?

Glenn Cummings works for Big Financial Services Llc

What is Glenn Cummings's role at the current company?

Glenn Cummings's current role is Big Financial Services LLC.

What is Glenn Cummings's email address?

Glenn Cummings's email address is gl****@****oup.com

What is Glenn Cummings's direct phone number?

Glenn Cummings's direct phone number is +181335*****

What schools did Glenn Cummings attend?

Glenn Cummings attended Indian River State College, Tom Hopkins Sales Training And Management.

What skills is Glenn Cummings known for?

Glenn Cummings has skills like Financial Services, Portfolio Management, Fixed Annuities, Sales Management, Financial Planning, Life Insurance, Term Life Insurance, Estate Planning, Estate Tax Planning, Indexed Annuities, Equity Indexed Annuities, Wealth Preservation Planning.

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