Star Wars – Wealth Financial Services & Tax Advisory Parody

Join the Rebellion against bad finances! Let us help you create a custom financial plan so that you can feel confident in your retirement! May the Financial Force be with you. We are a Holistic Financial Planning firm that specialize in – Retirement Income Plans, Investments, Life Insurance, Safe money investments, Estate Planning, Tax Preparation,… Continue reading Star Wars – Wealth Financial Services & Tax Advisory Parody

Financial Advisory

00:00 Introductions from audience 04:17 Introduction from Jessie Williams 05:28 Introduction from Kristen Irby 07:08 Introduction from Rob DePalo 08:41 Licenses & Registration – Kristen 08:48 Licensing & Registration – Rob 09:09 About National Financial Network (NFN) & Guardian 10:05 What is a mutual company vs. stock company? 12:29 Areas of Expertise: Wealth Management, Income… Continue reading Financial Advisory