Rik Saylor Email & Phone Number

“Our passion is assisting those people near or in retirement maintain their wealth for themselves and their loved ones. We are committed to our clients by putting their needs first and providing only the highest levels of integrity, advice, and service.” It is for this purpose our company exists.My practice centers on handling three types of individuals:1) Individuals2) Small Business Owners3) Pre-Retirees/RetireesI also offer services for executives, entrepreneurs, widow/widowers and women going through a divorce.What do we offer?Financial planning, financial advice, wealth management, investment advice, stocks, bonds, alternatives, mutual funds, exchange traded funds (ETF's), REIT’s, BDC's, annuities, life insurance, disability insurance, health insurance, long term care insurance, 401(k) management, corporate benefits, stock option planning, tax preparation, budgeting and much more.I have over 30 years experience as an Investment Advisor Representative, and hold the Series 6,7,63,66, and 24 registrations through Triad Advisors.Go to www.riksaylorfinancial.com or e-mail me at rik@riksaylorfinancial.com to set up a meeting.Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Rik Saylor Financial. Rik Saylor Financial is not affiliated with Triad Advisors, LLC.For a list of states in which we are registered to do business, please visit www.riksaylorfinancial.com

Listed skills include Strategic Financial Planning, Investments, Portfolio Management, Personal Finance, and 12 others.