I have heard so many times I wish I could find an advisor who would look after my account like it is their own. This is exactly what I do. After meeting with the client, I write a...more
Rich Norkum, CFP®, CDFA, CFS, RFC, has spent 22 years helping people create a retirement plan designed to generate an income stream for life throughout the Carolinas. He specializes...more
I bring the best practices in financial planning and investment management to my clients, and build long-term relationships based on helping them achieve their personal goals. My objective...more
Mission statement As an investment advisor for almost 20 years, I have had the honor to assist many people in accomplishing their dreams and goals. This is truly what gives me purpose...more
Whether you're a big company or a small one, a new company or an old one, we help bring benefits to you and your employees. We'll match you to the best providers, whether its Fidelity...more
Matthew Kocsis is a Registered Representative and Investment Adviser Representative of Equity Services Inc. Securities and investment advisory services are offered solely by Equity...more
Insurance and Annuity Services has been helping people with their insurance and retirement planning needs since 1971. As an independent agency, they specialize in finding the best products...more