I’ve been a State Farm agent for more than 19 years of my career. I opened my first agency back in 1996, and now I’m proud to serve the residents... show more
Specialties: Annuities‚ Asset Management‚ Comprehensive Financial Planning‚ Health Insurance‚ Life Insurance‚ Retirement Planning‚ Tax Planning
3201 Cross Timbers Road, Suite 100, Flower Mound, TX 75028
Darren started working in the financial services field in 1997. Since 2001, he has served as a Financial Advisor and Investment Advisor Representative. He enjoys helping his clients plan for... show more
Specialties: Asset Management‚ Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Retirement Planning‚ Tax Planning
1406 Southeast 164th Avenue, Suite 101, Vancouver, WA 98683
I have been a State Farm Insurance Agent since 2007 and am a graduate from The University of Phoenix. I am a Past Chairwoman of Board for the Sanford Chamber... show more
Specialties: Annuities‚ Asset Management‚ Comprehensive Financial Planning‚ Health Insurance‚ Life Insurance
The retirement transition and modern aging are complex matters with a lot of moving parts. Too many folks fail to plan properly and make unsalvageable retirement and investment decisions. I... show more
Mark Martel, president of Martel Wealth Advisors has been advising his clients since 1982. He earned a bachelor's degree in Business Administration, Finance Option with a minor in Economics from... show more
Dave is a founding partner of Security Financial Management. He holds the designation of Certified Financial Planner. In 1983, Dave graduated from University of Florida with a degree in Business... show more
Specialties: Annuities‚ Asset Management‚ Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Retirement Planning‚ Tax Planning
2420 S. Lakemont Avenue, Suite 120, Orlando, FL 32814
I worked for large wealth management firms for half of my career. They spent more time talking about how to make the firm more money than how to make clients... show more
Specialties: Asset Management‚ Comprehensive Financial Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
12526 High Bluff Drive, Suite 238, San Diego, CA 92130
Director and Investment Strategist is David Cretcher is the author of The Quick Guide to Risk-Managed Investing and a Certified Contributor to Seeking Alpha. Mr. Cretcher has a A.B. in... show more
Specialties: Annuities‚ Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Retirement Planning‚ Tax Planning
Peter joined Merrill Lynch Wealth Management in 2008. Peter is one of only a select few Advisors in the country who has been recognized as a Top Advisor by Barron's... show more
Specialties: Annuities‚ Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
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