Omar Berrocal

Omar Berrocal Email and Phone Number

Retirement Income Specialist @ Parsonex Securities Inc.
Wyandotte, MI, US
Omar Berrocal's Location
Wyandotte, Michigan, United States, United States
Omar Berrocal's Contact Details

Omar Berrocal phone numbers

About Omar Berrocal

As your Financial Coach, I am committed to working in partnership with you, putting your needs first and embracing your goals as my own. Whether it's planning your retirement, funding a child's education or building personal wealth, I will work to formulate financial strategies designed to help you pursue your goals.I believe in building long-term client relationships. I take the time to listen to you, fully understand your unique financial needs and goals, and work with you to develop a personalized financial strategy to help you make appropriate financial choices for today and the future. In addition, I will monitor your progress and assist you in modifying your plan as new goals, strategies or life situations arise.Drawing upon IP Financial's extensive resources and capabilities, I can help you address all aspects of your financial life. Feel free to contact me for a confidential conversation by e-mailing: oberrocal@innovationpartnersllc.comSpecialties: Retirement income planning, 401k, 403b, Roth IRA, and wealth building. Securities offered through Innovation Partners, LLC. Member FINRA/SIPC

Omar Berrocal's Current Company Details
Parsonex Securities Inc.

Parsonex Securities Inc.

View
Retirement Income Specialist
Wyandotte, MI, US
Website:
parsonex.com
Employees:
44
Omar Berrocal Work Experience Details
  • Parsonex Securities Inc.
    Retirement Income Specialist
    Parsonex Securities Inc.
    Wyandotte, Mi, Us

Omar Berrocal Skills

Retirement Planning Retirement 401k Securities Mutual Funds Small Business Investments Asset Management Financial Planning Life Insurance Term Life Insurance Wealth Long Term Care Insurance Variable Annuities Fixed Annuities Iras Wealth Management Financial Education Strategic Financial Planning 401k Rollovers Series 63 Finra Series 6 Mortgage Lending College Savings Plans 403 B Refinance

Frequently Asked Questions about Omar Berrocal

What company does Omar Berrocal work for?

Omar Berrocal works for Parsonex Securities Inc.

What is Omar Berrocal's role at the current company?

Omar Berrocal's current role is Retirement Income Specialist.

What is Omar Berrocal's direct phone number?

Omar Berrocal's direct phone number is +130366*****

What skills is Omar Berrocal known for?

Omar Berrocal has skills like Retirement Planning, Retirement, 401k, Securities, Mutual Funds, Small Business, Investments, Asset Management, Financial Planning, Life Insurance, Term Life Insurance, Wealth.

Who are Omar Berrocal's colleagues?

Omar Berrocal's colleagues are Raul Caballero, Kristy Mcgovern, Sharon Levister, Abbie Williams, Brian Quartucci, Larry Smith, Abbie Williams.

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