It’s free with no obligation to hire
Hired 3 times
1 year in business
Planning for the future couldn't be any easier working with Teresa.Jun 7, 2020
Personal Financial Planning
Just a Pleasure to work with!Jun 7, 2020Verified
I love working with Teresa. She is incredibly knowledgeable and helpful with so many things.Jun 26, 2020
- What should the customer know about your pricing (e.g., discounts, fees)?It cost NOTHING to meet with me!!!!
- What is your typical process for working with a new customer?My process involves two one hour meetings.
- What education and/or training do you have that relates to your work?I am series 6 licensed and State of Ohio Life and Health licensed.