When you have a question about a new investment account or an account statement, it is nice to have a financial professional only a phone call away.
I am just a phone call away for you. I really enjoy being there for my clients – to answer their questions, to keep them informed about changes in the economy or the markets that may affect their financial lives. My clients sometimes make phone appointments with me, which they find useful and convenient.
If you’d like to arrange a phone appointment with me to discuss an account, a statement or another matter pertaining to your investments, simply email me or call the office at the number you see below. I’m here for you. Call me at 866-594-9919.