| Advisor Profile |
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Business Description |
| We are committed to helping clients reach their financial goals through timely financial advice, access to prudent investments, structured savings and tax strategies. |
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General Information |
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| Years of Experience in Financial Services: |
14
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Education |
| Academic Background |
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| BS, Accounting - Central Michigan University (1985) |
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Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, Alternative Investments, Bonds, Stocks, Annuities, International Investments, 76504, Options
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Series 65, Series 7, Insurance License (Life & Health; Long Term Care; Specify below), Series 63, Certified Financial Planner
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Assets Managed by Firm: |
Yes
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Compensation & Fees |
| Fee % Based on Assets: |
1.65
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| Additional Details on Charges: |
0-$250,000 %1.65
$250 - $750,000 %1.55
$750 - $999,999 %1.45
> $1,000,000 Negotiable
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| Prepared By: |
John Massoglia |
Frequently Asked Questions |
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