More Than What You Expect – Always What You Need
Creating the Income, Growth and Safety You Desire
Jerry’s unique qualifications as a financial advisor give you a unique advantage for financial success. Not only does he have more than 25 years experience as a professional, fully licensed financial advisor but he is also licensed to sell annuities and life insurance.
Many investment professionals seek Jerry out for investment advice.
Now you can too.
Jerry’s philosophy is simple yet powerful and he calls it an Investment Philosophy You Can Bank On:
Your Needs Come First!
As your personal Financial Advisor, my primary service is to meet your needs through professional money management. I use stock and index investing for growth and income and create laddered bond fixed income portfolios.
As your personal financial advisor, our primary service is to meet your needs through professional money management. We use stock and index investing for growth and income, and create laddered bond fixed income portfolios.
We work with your CPA and attorney to identify your objectives and to create prudent strategies for your goal achievement. Benefit from retirement plan guidance along with annuity and life insurance solutions.