Our team has enjoyed working in the financial services industry for a combined total of over 50 years and hold licenses and professional designations that include:
- General Securities Representative - (Series 6 and 7)
- Uniform Combined State Law Exam (Series 66)
- Life, Health and Variable Annuity Insurance Agent (Florida 2-15)
- Certified Financial Planning
The greatest joy in this career co
mes from helping people to find financial peace and security in an uncertain world. The Financial Cornerstone Group works together to help make this possible for our clients. When our clients need someone to talk to about the financial questions that can affect their lives, we are there. We have the experience and the expertise to help across an extensive range of important issues, including:
> Retirement Planning
> Financial Planning
> College Planning Strategies
> Insurance Planning
> Life Insurance
> Long-Term Care Insurance Strategies
> Brokerage/Cash Management Accounts
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Securities offered through J.W. (JWC) Member FINRA/SIPC www.finra.org and www.sipc.org
Advisory services offered through J.W. (JWCA)
JWC and Financial Cornerstone Group are unaffiliated entities. Financial professionals must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. All information is based on material believed to be true but not guaranteed and is subject to change. Additionally, the Financial professional does not verify the content of and is not responsible for the opinions of any other users’ posts on their social media site, all opinions are those of the Financial professional and do not necessarily reflect those of JWC/JWCA.
