Working with business owners and individual's. I help businesses implement, maintain and administer group benefit package including medical, dental, vision & retirement plans. I help individuals with personal financial and insurance goals based on their individual needs.
Some of the financial products and services that I can offer companies and individuals; Medicare Planning, Group Life and Disability Income Insurance, Group Dental and Vision Insurance and Buy Sell Agreement Funding.
My Professional Qualifications are:
Life & Health insurance in various states,
FINRA Securities registrations: Series 7, 66
Securities
and investment advisory services
offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Ascendancy Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.