Have questions about your finances? Look no further!
My skills include the following.
-Developing financial plans and budgets for individuals and small businesses.
-Preparing investment presentations.
-Knowledge in Annuities, Options, Equities, Fixed Investments, and Life Insurance.
-Knowledge in all types of IRA, Trust, Business and Personal Accounts.
-Filings with the IRS on behalf of small businesses and Trustees for new Tax Identification Numbers.
A little about me
I am Series 7 and Series 63 Licensed which I acquired in 2007. I have...