Ray Prospero, is a Partner Advisor with AdvicePeriod. Ray helps clients develop realistic financial goals, designing wealth management strategies to help preserve their wealth for future generations. He focuses primarily... show more
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I have 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... show more
Specialties: Annuities‚ Asset Management‚ Comprehensive Financial Planning‚ Health Insurance‚ Life Insurance‚ Retirement Planning‚ Tax Planning
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
Greg has served clients for over 15 years. He holds a Masters of Business Administration (MBA), with honors, from the University of Kansas; and an Accredited Asset Management Specialist (AAMS)... show more
Specialties: Asset Management‚ Charitable Giving‚ Comprehensive Financial Planning‚ Estate Planning‚ Retirement Planning‚ Tax Planning
I fix things. My specialties are financial planning, financial literacy education, and investment advice, but over my 30-year career, I've been able to help people fix problems with money, construction... show more
Specialties: Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Retirement Planning‚ Tax Planning
As a Chartered Retirement Planning Counselor CRPC and with over 27 years of experience, Zaim Hajdari has served as a Financial Consultant, committed to providing his clients with the highest... show more
Specialties: Annuities‚ Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Tax Planning
Michael has worked with families and individuals for over a decade building comprehensive plans. He has always enjoyed strategizing with clients to identify the best solutions and opportunities. Michael’s experience... show more
Specialties: Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Brandon Archibald is the founder of The Ivy League Advisory Group, a registered investment advisory firm providing financial strategies from its headquarters in the Greater Boston area. In his role... show more
Specialties: Annuities‚ Asset Management‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Specialties: Asset Management‚ Business Insurance‚ Charitable Giving‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Tax Planning
Bill Van Pelt, IV provides strategic leadership to The Mid-Continent Companies, Ltd. In addition to board and management responsibilities, Bill directly manages a significant number of client assignments throughout the... show more
Specialties: Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Retirement Planning‚ Tax Planning
Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring... show more
Specialties: Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Retirement Planning‚ Tax Planning