Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing financial industry landscape to provide you with solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to advise clients in your state.
We hold several industry professional designations to include:
CFP - Certified Financial Planner
C(k)P - Certified 401(k) Specialist
CRPS - Chartered Retirement Plan Specialist
AIF - Accredited Investment Fiduciary
CLU - Chartered Life Underwriter
CLTC - Certified in Long-Term Care
These designations not only show a commitment to our trade but also to continuing education which exceeds over 40 hours per year.
