Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ), Retirement Income Planning, Retirement Strategies, Charitable Giving, Group Benefits, Risk Management Strategies, Financial Planning ® , Financial Education, Estate Planning, Business Succession Planning, College Funding Strategies
English, Russian
My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be.
I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.
MM202503-300856
Check the background of this investment professional on FINRA's BrokerCheck