Our Qualifications
We are committed to providing ethical, suitable, knowledgable advice and recommendations as it relates to our clients' Financial Planning needs.
Bill has achieved the following designations: |
Frank has achieved the following designations: CRPC® Chartered Retirement Planning Counselor |
Our advisors are Investment Advisor Representatives with Precision Financial Strategies, Security Licensed with LPL Financial, and Insurance Licensed in the states of New Jersey, Arizona, Arkansas, California, Connecticut, Delaware, Kentucky, Maryland, New Hampshire, New York, North Carolina, Ohio, South Carolina, Texas, Pennsylvania, Florida, Virginia, Washington.