My Services

I offer sound advice to individual investors to help them pursue their personal financial goals.  I am committed to helping my clients work towards their objectives, and through my business relationship with Voya Financial Advisors, Inc., I believe I possess the right resources to do so.

I have access to an extensive range of the latest financial products and services, such as:

  • Mutual Funds
  • Stocks and Bonds
  • Annuities
  • Retirement Plans
  • Financial Planning
  • Fee-Based Asset Management Programs
  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • Health Insurance
  • Employee Benefits

As your financial advisor, I analyze your financial data to recommend a strategy based upon your individual needs and investment goals.  I also determine specific investment alternatives for you based upon your current and long-term financial goals and objectives.  Periodically, I will help you review your financial strategy to ensure that any changes in your personal situation and the overall conditions of the economy are properly addressed.


 

Voya Digital Adviser

Open an account with just
$5,000