Tom Venner Financial Planning
608 Upper Sherman Ave.,Détails de l'entreprise
Description
I am a Certified Financial Planner and Fee for Service and Fee Based Financial Planning through Financial Horizons Inc.
Contact me today to arrange for an introductory consultation. I will provide a complete comprehensive analysis of your current Financial Plan, including insurance needs analysis, estate planning, tax planning, retirement income projections and planning etc. Start yourself on the path to financial independence with an advisor who works for you (not a bank or large investment firm) and will act as your advocate, helping you navigate the ever changing landscape and increasingly complicated world of investments, taxes and insurance.
For more information go to www.feebasedfinancialplanning.info
Certifications et associations
Certified Financial Planner, Financial Planning Certificate (Mohawk College), Mortgage Agents License, Life & Health Insurance Licence, BSc & MSc (McMaster University).
Catégories
Langues disponibles
- English
Heures d'ouverture
- Dimanche Sur rendez-vous
- Lundi Sur rendez-vous
- Mardi Sur rendez-vous
- Mercredi Sur rendez-vous
- Jeudi Sur rendez-vous
- Vendredi Sur rendez-vous
- Samedi Sur rendez-vous