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Specialties
I work with my father under our family firm, George Financial Services.
I joined my Dad as an insurance agent, and then earned my investment license to become an investment advisor. We believe in "Helping everyday people" because we see how many middle-class folks are overlooked by the financial services industry. We serve young savers, middle -class retirees, and high-net-worth individuals. We take pride in offering excellent service to our clients, regardless of their account size.
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Always free for clients.
ChFC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Registration as an investment advisor does not imply a certain level of skill or training.