6500 South Quebec Street
Your decision about your 401(k) may turn out to be one of the major financial decisions of your life. I recognize that possibility, and that is why I provide this guide. After you read it, you will probably want to ask me about a couple of things – this option versus that option, or the income stream that your 401(k) savings could eventually provide. I am here to help! Please do not hesistate to reach me by calling 303-860-1234 or email firstname.lastname@example.org.
Jeffrey P. Morand, Registered Financial Consultant. In 1980 Jeff founded JP Morand & Company based on principles designed to assist families with wealth, insurance and tax planning.
Samantha has 10 years’ experience in the financial services industry with operational and administrative tasks including report generation, new business processing, and client servicing. Samantha’s favorite mantra is,...
Susy is part of our customer care group. She helps greet our clients and guests at the front desk.
Tiffany comes from a leadership background in customer service and hospitality. Her previous experiences have contributed to her enthusiasm in ensuring a remarkable and reliable service experience for all clients. She joined the team...