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Sarkis Tekeian

10

years in business

10

years in business

Contact for price

Service type
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About
My goal is to promote financial literacy to the community and help people reach their personal and financial goals. I specialize in tax advantaged financial strategies and goal setting. Contact me to set up a complimentary financial needs analysis. I have been in the industry for over 4 years and have been trained and mentored by individuals with more than 15 years of experience. Let's talk about your goals and dreams!
Overview

2 employees

10 years in business

Business hours

SunClosedMon9:00 am - 7:00 pm

Payment methods

Ask this pro about their preferred payment method.

Projects and media

7 photos

Projects and media

7 photos

Services offered
Service type

General financial planning

Retirement planning

Life insurance review

Investment review

Work location

My customers travel to me

I travel to my customers

I work remotely (phone or internet)

FAQs

  • What education and/or training do you have that relates to your work?

    3 years of leadership development training within our company as well as 4 years of ongoing training. We are always looking for ways to simplify the financial industry for the middle class.

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