Timothy Buggy Email & Phone Number

I love my job. I have been providing personal financial services to my clients for over 35 years and wouldn’t dream of doing anything else. I believe in an approach that focuses on client’s long-term financial goals and objectives. But it’s not all about the numbers, I also use a holistic approach to planning, taking into account what my client’s value and want to achieve financially.As a Retirement Specialist, I understand that planning for retirement can often be confusing and time consuming. I find that offering educational workshops and webinars on a variety of financial topics puts my clients more at ease. Time is set aside to answer questions about retirement goals and discuss what options are available. I feel lucky to have the opportunity to help people out and share the wealth of information that I have learned over the years.But I do not go it alone. I am grateful to be supported by a team of professionals that help me maintain long-term relationships with my clients and provide responsive customer service. I pride myself on building a business based on trust and open communication. Please take a few moments to review the “My Approach” page on my web site (www.timbuggy.com) to familiarize yourself with more detailed information on how I can help you design a sound financial future. I look forward to the opportunity to meet and discuss options with you.You are welcome to schedule a meeting with me - https://calendar.cirrusinsight.com/schedule/timothy-buggyImportant Information & Disclosures: http://bit.ly/2f98X9d

Listed skills include Retirement Planning Strategies, Financial Planning, Investment Services, Financial Services, and 5 others.

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  Certified Financial Planner™ Professional

  Equitable Advisors

  Jan 2020 - Present

  Our company formerly AXA Advisors, is now Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN)