We have been working with individuals and businesses in the area for several years.
Each of our agents has extensive personal and professional experience. Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.
Additionally, Carolyn Sue Strang and Phil Boggs Registered Representatives with CoreCap Investments, a member of FINRA & SIPC. They each hold Series 6, Series 63, and Series 26 registrations. For several years Carolyn and Phil have represented Dave Ramsey in his Smartvestor Advertising Program in Columbus and surrounding areas.
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 products and services. The personalized program that we can provide through MoneyGuidePro® a financial analysis tool which provides a way for you to be more confident in your financial future.
We’re looking forward to using our experience to help you pursue your financial goals. Please contact us with any questions you may have. We look forward to working with you.
