We have over 27 years experience in the financial services industry and managing assets. As a independent financial advisor we help clients plan for retirement, rollover 401K and IRA accounts. We also assist clients with affordable health care, social security, medicare and all retiree benefits and financial needs.
We currently serve over 1000 medicare clients' needs and manage over $50 million for over 400 clients.
Securities and Advisory Services offered through HARBOUR INVESTMENTS, Inc. Securities licensed in MI, AZ, FL, NV, OH and GA. Member FINRA/SIPC Comments do not represent the views or opinions of Harbour Investments Inc or its affiliated representative, but are the views of those posting to this public page
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