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Personable. Friendly. Doesn't make me feel like I'm dumb. Open about his services and products. Prompt. Just an all around great guy!!
Amanda came over to look over my retirement plans and wanted to see if it could improve. What I like most about the my time with Amanda is that she is very detailed. I thought I was going to get a strategy to move forward with my retirement, but come to find out through the education I got. Amanda helped me find money that I didn't realize I had to contribute more and reach my goals faster so that I can retire earlier. Big thank you Amanda, appreciate all that she's helped me with. I still stay in constant communication with her because she is very knowledgable as far as tax sheltering, financial aid and college planning process, medicare supplement, disability. I only wish I knew her when I was 18 years, had more time to plan earlier.
I can assist corporations with mergers and acquisitions, pink sheets, start ups, business plans, marketing plans, personal and business financial planning, budgeting, etc.
I am turning ideas into gold. I advise individuals from the idea stage all the way up until a product release. My specialties are in marketing and financial planning in high-growth businesses.
We do investment portfolios using new dynamics. We offer portfolio design and money management, distinctly separate services, for better return and less risk. Create an investment portfolio for life with our unique portfolio creations. We will create a diversified portfolio for you that will fit for your financial situation. Wall Street is not part of our work as we have known it to be in the past. The costs will surprise you.
My business revolves around building and helping people. I am here to provide a complimentary Financial Needs Analysis in order to place a family on an improved path for the future if they desire. I am available to sit at your kitchen table with your beautiful children and animals in order to be sure I provide you with a financially independent future. If I am unable to improve your financial future and situation, I don't deserve your business. Jolene Inglima
Inspiring and helping clients build a financial life plan so they have the highest probability of success in realizing their retirement goals is what distinguishes my services from the rest.
Joanna is among the skilled financial advisors who provide investment planning and personal financial management services. This individual is also an expert in handling retirement planning jobs.