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.