FAQs
- What is your typical process for working with a new customer?
Generally we begin with a free consultation to see what the scope of our work will be. This gives us the chance to get to know you and you the chance to get to know us to ensure we are a good fit. From there, we will determine what basis there is for working with each other.
- What education and/or training do you have that relates to your work?
Bachelors Degree in Business Administration- Finance. Series 7 License Series 66 License Life and Health License