Brian has been working with Fortune 500 employees for over 20 years and is very familiar with your benefits.
The first thing I do every morning is check the news for market updates and research market strategies. The next portion of my day is dedicated to call/meetings with clients where I try to get a full understanding of their preferred strategy. In the afternoon I will typically make changes and adjustments to my client's portfolios.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. One of the benefits of working with us is our ability to provide clear, easily understood, straightforward explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.
I really enjoy getting to know someone and learning how I can help them pursue their financial goals.
Office: (800) 900-5867