Mission Statement:
Our goal is to completely understand our client’s financial situation and goals by asking the correct questions. If a need is then discovered and a change is required, we will always act with integrity and in the best interests of our clients such that each of them would be proud and confident to recommend us to their friends and family.
Services Provided:
After meeting with each client we will develop a complete understanding of his or her investment experience, objectives and long term goals. Once this is understood we are able to provide personalized service based upon their current situation.
We have utilized many of the different investment tools and services listed below to help our clients achieve their financial and retirement goals:
Professional Qualifications:
In order to attain a working relationship with our clients it is important that they trust us and have confidence in our ability. We both began our professional careers as financial consultants over 10 years ago and hold General Securities Representative (series 7), Uniform Securities Agent State Law (series 63) and Life, Accident & Health Insurance Licenses. |
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Use this calculator to estimate the federal estate taxes that could be due on your estate after you die. How much would your monthly lease payment be? Take this quick quiz to find out your Financial IQ Estimate the potential cost of waiting to purchase a long-term care insurance policy. January 06, 2009 @ 03:25 AM
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Securities offered through GunnAllen Financial, Inc. Member FINRA / SIPC. GunnAllen Financial, Inc. is an FINRA registered securities broker-dealer and SEC Registered Investment Advisor registered in all 50 states. This website is published in the United States for residents of the United States. GunnAllen Financial, Inc. is a member of the Securities Investor Protection Corporation (SIPC). GunnAllen Financial professionals may only conduct business with residents of the States and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local GunnAllen office for information and availability. Products and services mentioned in this website may not be available in all states. To request information, contact your GunnAllen Financial, Inc. investment professional. GunnAllen Financial, Inc. is not soliciting business in any state or international jurisdictions where it is not registered. No statement within the website should be construed as a recommendation to buy or sell a security or to provide investment advice. |
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