We have been working with individuals and businesses in the area for several years.
Each of our agents has extensive personal and professional experience.
We hold various professional designations. James Lee is a qualified representative licensed to sell a variety of investment and insurance products. Lawanda Reed and Florencene Van offer extensive experience and knowledge in accounting, business and taxation matters.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.
We’re looking forward to using our expertise to help you pursue your financial goals.