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Relationships2018-09-15T03:59:10+00:00

Below are some of the organizations with which I have relationships in support of my clients’ needs. To provide the full range of all investment products that are available, I deal through a fully independent broker dealer, American Portfolios. For investment advice and money management, I work with G & G Planning Concepts.

American Portfolios

American Portfolios is a fully independent broker dealer that allows me to offer my clients a full portfolio of investment services and products available in the marketplace.

G&G Planning Concepts

G&G Planning Concepts is a registered investment advisory program and corporation that allows us to offer financial planning, tax services, estate planning, and money management. We have a team of people dedicated to managing money for our clients.

Registered Representative offering Securities through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services are offered through G&G Planning Concepts, Inc. which is not affiliated with APFS. Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc. (APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

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