Joseph Polanski  Aif®

Joseph Polanski Aif® Email and Phone Number

Field Director @ Milton Park Partners
Gainesville, GA, US
Joseph Polanski Aif®'s Location
Gainesville, Georgia, United States, United States
Joseph Polanski Aif®'s Contact Details

Joseph Polanski Aif® personal email

n/a
About Joseph Polanski Aif®

I am the founder of Prosperity Wealth Advisors. We work with clients who are planning their retirement, experiencing a wealth event, and going through loss of a spouse or divorce. We work to understand every aspect of your current financial situation, your goals, and explain your options available to you to make an informed decision to achieve your goals. We help you create both a short and long term goal and provide an ongoing review to help you stay on track. Our goal is to provide you with personalized financial planning today and through retirement.Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Some advisory services offered through Cetera Investment Advisers LLC and some offered through Summit Financial Group, Inc., registered investment advisers. Summit and Cetera are affiliated under separate ownership from any other named entity. Best way to contact me is through email - jpolanski@prosperity-wealthadvisors.com

Joseph Polanski Aif®'s Current Company Details
Milton Park Partners

Milton Park Partners

View
Field Director
Gainesville, GA, US
Joseph Polanski Aif® Work Experience Details
  • Milton Park Partners
    Field Director
    Milton Park Partners
    Gainesville, Ga, Us
  • Prosperity Wealth Advisors
    Financial Advisor
    Prosperity Wealth Advisors Jun 2020 - Present
    5492 Key Point, Gainesville, Ga 30504
  • Milton Park Partners
    Field Director
    Milton Park Partners Jan 2015 - Present
    Atlanta, Ga
    Providing small companies a fortune 500 experience with self funded health care, 401k's, payroll, free life insurance, Identify Theft protection, state and fed tax fillings, workers compensation, and professional HR solutions.
  • Coventry / Aetna / Humana Healthcare
    Regional Sales
    Coventry / Aetna / Humana Healthcare Jan 2013 - Present
    Greater Atlanta Area
    Personal or family healthcare at very affordable prices.
  • Premier Financial Alliance
    Executive Field Director
    Premier Financial Alliance Sep 2008 - Present
    life insurance and fixed insurance productsAlso 30 years as Financial Advisor
  • Summit Financial Networks
    Financial Advisor
    Summit Financial Networks Sep 2015 - Jun 2020
    5970 Pocahontas Drive, Flowery Branch, Ga 30542
    I have worked in the Wealth Management Industry for 33 years with top firms such as EF Hutton, Merrill Lynch, and Bear Stearns. Summit Brokerage is Voted the Highest-Rated Independent Broker-Dealer by REP. & the #1 Independent Boutique Broker-Dealer in the Country. Our financial planning approach begins with your objectives and goals. I’ll work with you to understand every aspect of your current financial situation, your goals, and explain your options available to you to make an informed decision to achieve your goals. I’ll help you create both a short and long term goal and provide an ongoing review to help you stay on track. My goal is to provide you with personalized financial planning today and through retirement.
  • Bear Stearns
    Financial Advisor
    Bear Stearns Dec 2000 - Nov 2003
    Atlanta, Ga
  • Ef Hutton
    Financial Advisor
    Ef Hutton Dec 1980 - Jun 1982
    Beachwood, Ohio
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Dec 1979 - Dec 1980
    Beachwood, Ohio

Joseph Polanski Aif® Skills

Team Building Leadership Finance Sales Customer Service Insurance Financial Analysis Budgets Leadership Development Program Management Fixed Annuities Management Account Management New Business Development Business Development Strategic Planning Life Insurance Public Relations Financial Reporting Research Teamwork Sales Prospecting

Joseph Polanski Aif® Education Details

Frequently Asked Questions about Joseph Polanski Aif®

What company does Joseph Polanski Aif® work for?

Joseph Polanski Aif® works for Milton Park Partners

What is Joseph Polanski Aif®'s role at the current company?

Joseph Polanski Aif®'s current role is Field Director.

What is Joseph Polanski Aif®'s email address?

Joseph Polanski Aif®'s email address is jp****@****ine.net

What schools did Joseph Polanski Aif® attend?

Joseph Polanski Aif® attended Bowling Green State University, Lakeland Community College.

What are some of Joseph Polanski Aif®'s interests?

Joseph Polanski Aif® has interest in Lacrosse, Tennis.

What skills is Joseph Polanski Aif® known for?

Joseph Polanski Aif® has skills like Team Building, Leadership, Finance, Sales, Customer Service, Insurance, Financial Analysis, Budgets, Leadership Development, Program Management, Fixed Annuities, Management.

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